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 that refers to the subject of the note.
- The Constituent Note in a single data cell.
- An optional Note Purpose that defines why that note is important to you.
NOTE: It is not required to include other data points—such as the constituent's name or the Organization Name—for this import. If you include other fields in the import, Salsa CRM assumes you intend to update that information as well.