Hi!I'd like to do a mass import to add notes for different accounts.
I know is it possible, but I have no idea on how to do it. Any feedback please?Thanks a lot in advance!
Hi Sara Moncasi
It is easy to do.
You just need to setup an Excel spreadsheet of Notes and configure in there the columns parent_type (Accounts) and parent_id (id of a given Account).
If you go to "Notes" -> "Import" and click the link "Download Import File Template" you will be able to download a sample csv file for Notes. Now you can configure that spreadsheet accordingly.
It is mandatory you have the account id for each Account to which Notes will be related to.
Hi André Lopes thanks a lot for your quick and explained answer! All working perfectly!!Thanks a lot!
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