Importing Notes

Modified on Tue, 13 May at 11:41 AM

Users can import notes directly to WorkGuru transactions through the Notes Import feature Administration > Imports > Import Notes

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

Note: 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.

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