Import Notes with Attachments using Data Import in CRM

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”,

Note-Csv Template

Notes Template Syntax

Click here
to download Notes Template.

Step 3: Create one folder with Name “Attachments” and place all files to Import.

Attachments Folder

Step 4: Zip below files,

  1. Attachments Folder
  2. csv

Attachments - Zip Folder

Click here to download

Step 5: Import using Data Import.

Attachments Output