1. Understanding Import and Export Management for Sales and Fusion Service
  2. How do I import notes?

How do I import notes?

This topic shows how to import notes using the Import Management feature. You can attach a note to an existing object record.

Types of Notes

Note can be one of the following types:

  • GENERAL

  • REFERENCE

  • SPECIAL

A note with line break may not be imported with the correct formatting. To ensure you import the content with the line breaks, insert a <br> instead of a line break in the note. Refer to Notes Imported Does Not Show In Correct Format In UI for more information.

Before You Start

Before importing the note, make sure to import the object record to attach the note. You can import an object, such as Sales Lead, using Import Management. See the topic Import Data for the details on importing. After the import completes, note the primary key and PUID of the record created using the success log file.

How You Import the Note

You're set to import the note and associate with the object record. Use the following steps to import notes using Import Management.

  1. Click Tools > Import Management.

  2. On the Manage Imports page, click the Create Import Activity button. On the Enter Import Options page, enter a name for your import. In the Object drop-down list select Note.

  3. In the Note Object drop-down list that appears, select the object to associate with the note, such as Sales Lead.

  4. Create the note CSV file in the following format.

    ObjectPuid or SourceObjectId

    NoteTxt

    NoteTypeCode

    CDRM_82807 or 300100181729328

    A sample note text

    SPECIAL

    You must provide either ObjectPuid or SourceObjectId in the source file, but not both.

    ObjectPuid - The public unique identifier of the object. In case of Sales Lead, this refers to the LeadNumber value.

    SourceObjectId - The primary key of the object. For Sales Lead, this refers to the LeadID value.

    NoteTxt - The note entry.

    NoteTypeCode - The category of the note. The possible values are GENERAL, REFERENCE, and SPECIAL.

  5. Browse the source CSV file and create the import activity.

  6. Review the import activity configuration and click submit to activate the import. The Manage Imports page shows the status of the submitted import.