Follow the steps below to import notes into your CommunitySuite site.
- Navigate to the Notes page.
- Click Import in the left-side menu.
- Click the drop-down and select the type of notes that you're importing.
- Click Download Template. The template will then download to your computer's Downloads folder.
- Back in CommunitySuite, the instructions in the File Format Notes section are specific to the type of notes you selected. Refer to those instructions and fill out the required fields and any optional fields as desired in the template. Below is additional information on fields in the template.
- The task_type field allows you to specify the Note Type. Note and Task Types pull from the same list in the system.
- The sticky field indicates whether or not the note will be placed at the top of the notes list for the associated record (Y=yes N=no).
- When you're finished filling out the template, save it as a .csv file to your computer.
- Click Choose File and select the template file you just saved to your computer.
- Click Process to import the notes.
