Importing notes is fairly straight forward but requires a few things before getting started. There are no templates like importing giving. Importing notes requires a CSV file that contains some or all of the following columns (all headers must be lower case like displayed below).
- *first – The first name of the person you’re attaching the note to.
- *last – The last name of the person you’re attaching the note to.
- *fullName – The full name of the person you’re attaching the note to. Our application will parse the name for you it’s all in a single field.
- *remoteid – The remote_id of the person you’re attaching the note to.
- *email – The email address of the person you’re attaching the note to.
- *phone – The phone number of the person you’re attaching the note to.
- secondaryEmail – (optional) The secondary email address of the person you’re attaching the note to.
- secondaryPhone – (optional) The phone number of the person you’re attaching the note to.
- **note – The actual note (text) you’re uploading.
- **noteCategory – The category of the note you are uploading. It should match the one of the names on the Planning Center Note Categories page.
- **created – The date the note as originally added to the profile.
- updated – (optional) The date the note was updated at.
**Denotes a required field
*Denotes an indentifier field in which at least 1 is required in order to find the person to attach the note to.