Import Addressbook Notes
Pre-Conditions:
Make sure:
- Customer Addressbook and Service Locations have already been imported.
- You’re using the correct Addressbook Notes Import Template.
- The file includes:
- Customer ID* (from the previous import)
- Service Location ID (only if there are multiple service locations)
- Notes (required for the current import)
- Date in mm/dd/yyyy format
Important Reminders:
- Don’t include duplicate records — duplicates will be imported as separate entries.
- Check for bad data in the Notes or Date columns. For large files (1,000+ records), not all errors will be flagged. Inform the customer of any issues and confirm whether they want to proceed or fix the data first.
- Remove the column headers before importing the file. Including headers will cause errors.
SERVICE LOCATION IMPORT TEMPLATE
Note that columns with (asterisk) * are required.
How to Import Addressbook Notes
- Go to:
Settings > Integrations > Import List
2. Click ACTIONS, then choose Import Addressbook Notes from the dropdown.
3. In the import popup:
- Select your Timezone
- Click Upload and choose your Excel file
4. Map each column in your file to the correct fields, then click Save
5. Wait for the import status to show COMPLETE
Large files may take a while to finish processing
6. Click the three dots next to the import status and choose Details
- If successful, the All Rows and Successful Rows numbers will match
7. Verify the data:
- Go to the Customer module
- Select a customer
- Open the Notes tab and check if the notes were imported correctly
8. If there were errors:
- The Successful Rows count will not match the total number of rows
- Error details will show the line number, line content, and a description of the issue
9. Click Export to Excel to download the error log
10. Fix the errors in the file, then re-import it after corrections
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