1. Non-administrators, you can click [Import Functions > Import Notes] to enter the note import page.

For System Administrators, you can go to [Settings > Import/Export [Import Notes]].

2. Click [Obtain empty template file], and input data according to fields. Note that the fields cannot be deleted.


3. Set [Import Rules] before uploading the files. You can also tick [Customize note Permissions] at the bottom to set permissions.

4. After confirming the datas, you can import your file.
*If you have set a note category, please separate it with a semicolon ";" in the template (as shown below).


＊If the fields are not original fields of the template, the function of field corresponding will automatically show after clicking [Import]. After choosing the correct fields, the system will more accurately compare the fields. If the data are input based on template field, please recheck if corresponding fields are correct.

＊The user must have the permissions to add and import notes for customer.