Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from this feature right now, when it's out of Preview it may be restricted to certain subscriptions.

Our Notes Importer makes it easy to either pull across notes from a historic system or import notes provided by a third party into Prospect CRM. Importing this information into Prospect CRM means that all your previous interactions with customers and prospects aren't lost.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article


Step 1: Access the Notes Importer

To access the Notes Importer, click on Data Import underneath People & Places from the navigation menu. From there, click on the drop-down to the right of the "Create new records" button.

Step 2: Download Template

If you haven't already, you can download our Excel template which outlines what data you need to include in order to successfully transfer your notes into Prospect CRM. Simply click the 'Download Template' button.

Step 3: Populate Template

Once you've downloaded the template, populate this spreadsheet with the notes you'd like to import.

Please note: We'll use the Sales Ledger ID to match the notes to the correct Company in your CRM.

Step 4: Uploading the Notes

Once you're ready, hit 'Next'. You'll then be prompted to upload your spreadsheet. You can choose to either manually search for the file on your PC or drag the file into the drag and drop area.

Once you've selected your file, proceed to upload your spreadsheet by pressing 'Next'. The importer will then upload your data into Prospect CRM.

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