How do I Import Notes while importing contacts in Contacts App?

Updated on August 4, 2017 12:53AM by Admin

In Apptivo CRM, you can associate notes with the customer records by specifying the required details. In contacts app, you can easily import more than one notes. Every note that you associate with a contact will be placed in the notes tab of the associated records.

For those who are unsure how to import contacts from a CSV file, please follow the link given below.

Use this link to import Contacts -> https://www.apptivo.com/answers/questions/10633/how-do-i-import-contacts-from-csv-file 

Lets quickly go through the steps to import notes into contacts app,

  1. Click More (...) -> Import.

  2. In the import page, click on "Import".
  3. In the Import Contacts from CSV File page, do the following:
    • Browse and select the file to be imported.
    • Note that only CSV files can be imported.
    • Click on "Next".
    • Select the date format used in the import field.
  4. In the mapping field section, map the fields to the field name.
  5. Now map the notes field with the "Notes" option.
    notes-mapping
  6. Click on "Import" and proceed.
  7. Now you can view the imported notes in the Notes tab as shown in the image below: