Hi Adam,
You can refer following steps:
1.Go to Settings > Templates > Data Management
2.Now, since you don’t have the Regarding field in the Excel you exported from Templates, here’s what you need to do:
Add a column yourself, give it a proper name based on what the Notes’ Parent entity should be. In this example, I’m importing Notes for Case. So, I’m adding a column called ‘Case’, then a new column will be created as below
3.Now, populate your data based on how the Notes should be imported and tagged to which records.
4.Now, by default, this template is exported in Microsoft Excel Worksheet (xlsx) format. You’ll need to Save As in CSV format
5.Go Settings > Data Management > Imports to import the file.
6.Then, you’ll need to manually select the Note entity from the drop-down and then proceed
7.Now, whatever is mapped automatically will be mapped. For the newly created Case field, you’ll need to expand the Not Mapped dropdown and select Regarding (Lookup), then you’ll need to select the entity you want the Notes to appear under. In my example, this is Case, so I have it right there.
8.Since this Regarding fields supports several entities, scroll all the way down to Confirm your selection
9.Now, your Regarding field is set and you are ready to confirm and Import
10.Import results:
Regards,
Leah Ju
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