Upload "notes" to a lead (bulk upload)

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Posted on by RaulOcana

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Hi guys,

It is possible to upload lots of notes to leads, using the import tool? I have like 1000 records (notes for leads) to be uploaded.

Regards,

Raúl

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Mithilesh Kumar 10,047 on at

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Hi Raul,

Yes it is possible to import Notes using Import Wizard.

Follow this article to achieve your requirement.

community.dynamics.com/.../crm-2011-data-import-wizard.aspx

Hope that helps

Thanks

Please mark my post as verified if you found it helpful

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Aileen Gusni 44,524 on at

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Raul,

Yes this is possible using the Import Wizard.

According to Microsoft articles:

msdn.microsoft.com/.../gg328321.aspx

" You can import data into standard and customized attributes of most business and custom entities. You can also include related data, such as notes and attachments"

Example here:

community.dynamics.com/.../import-attachments-using-oob-import-wizard-in-dynamics-crm-2011.aspx

amllpdynamics.blogspot.com/.../importing-attachments-with-notes-in-microsoft-crm.html

www.magnetismsolutions.co.nz/.../export_and_import_notes_from_salesforce_to_dynamics_crm_2011

The thing you need to do is to link the Note to the Lead through the Regarding field and then set the lookup field....

To the Lead Id, map the regarding field (a lookup field) to the Lead Id (The difficulty here is to resolve the lookup field, if this is possible your Lead has the Unique ID, like Lead Number, otherwise you need to link to the Lead Guid..

Hope this helps.

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Mahadeo Matre 17,021 on at

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Hi Raul,

Yes, you can import notes to Lead using CRM import tool.

Here are details..

When you are importing notes.. you need to add lead name or something unique in that lead.. so that you will setup lookup properly in import wizard.

Create your notes csv /text/ xml file with lead name or unique lead id.

Import file using import wizard

Do proper mapping

Done..

I attached upto 100 notes to lead..

Only limitation of CRM import is import file size.. CRM supports upto 8 MB of csv/text/xml file.. if you load zip file then upto 32 MB you can import.

Hope this will help to solve your problem..

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RaulOcana 8,270 on at

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Thanks guys!

This "regarding" field (to link the note to the lead) has to be the name of the lead, or the e-mail or what should I put there, I'm still confused about that?

Thanks!

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PS 23,577 on at

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Yes you can do it by import feauture:

Step 1: Import all leads

Step 2: Create a new CSV for Notes- Add columns: Title + Description + Regarding

Step 3: In the Regarding field paste the name of the leads

Step 4: Import Notes.csv

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PS 23,577 on at

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Regarding should be the name of the lead

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Mahadeo Matre 17,021 on at

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Regarding field..you can put anything is unique for lead..like name,email,id etc or you can select multiple fields also To set regarding

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Aileen Gusni 44,524 on at

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Raul,

Regarding is not always referring to the Name of the Lead.

Because somehow your Lead Name is not unique will cause another problem (Duplicate lookup found) then you can use Email or another Id.

Thank you.

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