Follow the below steps to Import Notes with Attachments for a Sample Contact Record,
Step 1: Created one Sample Contact record with fullname “Arun Potti”.
Step 2: Used the below Notes Template “Note.csv”,
Click here to download Notes Template.
Step 3: Create one folder with Name “Attachments” and place all files to Import.
Step 4: Zip below files,
- Attachments Folder
Click here to download Attachments.zip.
Step 5: Import Attachments.zip using Data Import.
3 thoughts on “Import Notes with Attachments using Data Import in CRM”
Good Post. Really liked it
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Great Post, saved me a lot of time.