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
| Field | Options | Examples |
|---|---|---|
|
Breeze ID The Breeze ID for the person to whom the note should be assigned. This can be accessed by exporting the people.
|
Integer (optional) | 2342362 2636345 2463456 |
| Date | mm/dd/yyyy | 5/8/1985 1/2/1997 6/13/0000 11/9/1959 |
| Note | String | Visited John at the hospital; he was doing well. Susie likes puppies Jack told me that Susie likes puppies |
|
Username Must be a valid username in your database.
|
String (optional) | jsmith kwilliams srogers |
|
Private If 'Yes', only the person specified in the "Username" column can see the note. Cannot be 'Yes' if no username is specified.
|
Yes No |
Yes Yes No |