Import constituent or business contact touch points into the appropriate constituent records.
Before You Import Notes
Review the following articles before you import any notes into constituent records:
Note Import Workflow
Gather your information for the notes data file. You'll only need the following data columns in your file:
- The Constituent Number, which refers to the subject of the note.
- The First Name and Last or Org Name of Individual constituents.
- Organization names only go in the Last or Org Name field.
- If you have a mix of Organization and Individual constituents, you would need an additional column, Constituent Type, with values "O" or "I" for Organization or Individual type constituents. Otherwise, the system defaults to an "I" Individual Constituent Type.
- A Constituent Note column with data in a single data cell.
- An optional Note Purpose column that defines why that note is important to you.
- Save your file as a CSV file.
NOTE: It is not required to include other data points—such as the constituent's address—for this import. If you include other fields in the import, Salsa CRM assumes you intend to update that information as well.
- Use Advanced Import to import your data file.
- Once the file import is complete, open the Resolution Queue. Because Constituent Number is used in the import process, these records will be caught in the Resolution Queue as a Constituent Update status. It is appropriate and recommended to use the Resolve All functionality to resolve all Constituent Update situations.
- Resolve all Constituent Update records in the Resolution Queue at the same time using Resolve All.