Importing notes allows you to bulk import a number of notes at the same time.
To import Notes
- Navigate to the Account Settings ()
- Choose "Bulk Tasks"
- Select "More" (on the left)
- Choose "Import Notes" (on the left)
- Download the template file and populate it with your data.
- Import it using the "Import Notes" button. Use the key below for determining how to populate the data.
Understanding Fields on the File
The Breeze ID for the person to whom the note should be assigned. This can be accessed by exporting the people.
|Note||String||Visited John at the hospital; he was doing well.
Susie likes puppies
Jack told me that Susie likes puppies
Must be a valid username in your database.
If 'Yes', only the person specified in the "Username" column can see the note. Cannot be 'Yes' if no username is specified.