Importing Notes

Modified on Tue, 25 Mar at 5:24 PM

Users can import notes directly to WorkGuru transactions through the Notes Import feature (Administration > Imports > Import Notes found under "Operational Pipeline").

Only one "type" of note can be imported at a time. If you want to import quote AND project notes, you must do so over 2 separate imports.

Import Template Field Definitions

Column Header	Column Required on Template?	Requires Value if Column Included?	Notes
User	Optional	Optional	If no value is given, the current logged in user will be saved against the note
DateTime	Required	Required	A date/time formatted according to your DateTimeFormatLong setting. The default is dd/MM/yyyy HH:mm. Example: 25/12/2024 16:00
LeadNumber	Optional*	Required
QuoteNumber	Optional*	Required
ProjectNumber	Optional*	Required
AssetName	Optional*	Required
ProductSku	Optional*	Required
Note	Required	Required

*At least one of these columns is required depending on the type of note you're importing. For example if importing product notes, the ProductSku column must be present and filled out, and all other identifier columns (such as LeadNumber, AssetName, etc) should be removed from the template.

Attachments (1)

csv

NotesImport.csv
140 Bytes