Importing Company Notes
A note before importing: This should be the last import you do or that is performed because once notes are in, they are not easily removed. Importing notes means you have validated all other data you imported previously into the system.
Go to Settings > Data Import/Export > Import Data. You need the 'Import' User Permission to access this page.
Select Company Note Import from Import Type
Click on Select Importer
Click on Generate CSV Header. This is going to give you the CSV file that you need to put your data on in order to import.
Company Note Import CSV
Required fields
CID/Company Name: Company ID OR Company Name. If the Company Name is specified it will look for an exact name match.
Category: Accepts either Activity Category Name or ID (e.g. Appointment)
Activity Title: Activity description or title. This field is required for any non-note activity
Note: The description or content of the note
After you have filled the data out on the CSV header it is now time to import. Navigate back to the import section by going to Settings > Data Import/Export > Import Data and select the Company Note import. Choose your file to import.
Once you have selected the file you want to import click on start.
After you select start you will see some of your data populate in the table. Ensure that the data matches the headers.
After you have verified that your data is populating correctly select next.
Before you begin your import, you are going to want to run a test import. The test import is run to see if your data import csv file will populate any errors.
If your test import has any errors these will populate in the highlighted area and you will be able to download the error report to fix the errors.
Receiving the Error Files:
When you download the error files, you will get two separate sheets:
"Errors" Sheet: This sheet contains a list of all the specific errors found during the data processing. It identifies the exact issues with your data in a detailed format.
"Failed Records" Sheet: This sheet contains the entire dataset, but only for the records that have failed validation or encountered issues.
Which Sheet to Focus On:
For this particular step, you should only focus on the "Errors" sheet. This sheet gives you the specific details of the errors that need attention.
Fixing the Errors:
Once you have identified the errors in the "Errors" sheet, go back to your original CSV file. You will need to fix the issues directly in that file based on the errors you’ve found.
The "Errors" sheet may show you things like missing data, incorrect formatting, or mismatched fields.
Follow the steps below to fix the 'Category: no match found' error as an example.
Go to Settings > Sales > Activity Categories. You need the User Permission 'Sales' to access this page.
Select a category on the table provided or create your own by selecting + add activity category
Click on Change Uploaded File once you have edited the errors on your original sheet
Select choose file to select the file you want to import
Click on Start
Click on Next
Click on Test Import. You will want to run a test import until you have no errors populating.
After fixing the errors in your original CSV file based on the details from the "Errors" sheet, you should be able to re-upload or re-process your corrected file, ensuring that it now passes validation without errors.
Tip
Depending on the size of the import the errors may display below click here to download the error files. If you do not see the listed errors that is okay just download the file to view the errors.
The test import was successful so now we can move onto to the "actual" import. This import will be importing the data into the system.
Click on Begin Import
If the final import was successful, then you will see no errors.
Now that your data has been successfully imported you will need to validate the data. Validating the data means that you will check to make sure the imported data mapped correctly into the system.
Go to Contacts > Companies. Click on Search.
Select the company you want to validate.
Click on Notes.
If the notes you imported were imported successfully, you will see the notes under the company's 'Notes' tab. Once validated your import is complete.
New 4/28/2025