Importing Notes – Getting Started

For importing notes, your CSV file needs to match EXACTLY to the columns below – both order, names, and capitlization.

  • remoteId** – the remoteId identifier as used by Planning Center
  • email** – email address of the user you’re adding the note to.
  • phoneNumber** – phone number of the user you’re adding the note to.
  • secondaryEmail – email address of the user you’re adding the note to.
  • secondaryPhoneNumber – phone number of the user you’re adding the note to.
  • note* – the actual note that’s being added.
  • noteCategory* – the category of the note. This category must be match the exact name as listed in Planning Center.
  • createdAt* – when the ntoe was created.
  • updatedAt – when the note was updated.
  • firstName** – first name of the user you’re adding the note to.
  • lastName** – last name of the user you’re adding the note to.

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