Importing to Notes field

[sarah.strasburg]

Hello everyone,

I am looking for a way to import fields from a spreadsheet into new contacts' "notes" fields.

I have added to the contact layout design where appropriate, but this is a large spreadsheet and the details, while relevant, I don't need in individual fields. Can I take the rest and lump them all together in the notes field? Can I take just one column from my spreadsheet and match it to the ACT notes field?

Any help/ideas are appreciated.

Many thanks,

Sarah

[ghollister · Accepted solution]

Hello Sarah,
To do this, during the import wizard on the screen where you do your field mapping, you would map the desired column on your spreadsheet to the field "Add to ACT! Note". You can only do this with one column per import.

[ghollister · Accepted solution]

Hello Sarah,
To do this, during the import wizard on the screen where you do your field mapping, you would map the desired column on your spreadsheet to the field "Add to ACT! Note". You can only do this with one column per import.

[sarah.strasburg]

Great, thank you!