- Account Number
- Date
- Note
What we can include on a Single Note by Account Number import
- Notes for existing Constituents
- Note User Defined Fields
What we cannot include on a Single Note by Account Number import
- Notes for people who do not already have a Constituent account in the database
- Account or Persona information, such as salutations, and email addresses
- Information about User accounts
- Relationships
- Existing Notes(importing the same information as a previous entry will not update the existing entry, this import can only create new journal entries)
Steps to Import
- Click Management
- Click Import
- Select the category where you'd like to store the import template
- Click New Import
- Fill in a name for the import template
- Click Choose File/Browse Files
- Select the CSV file from your computer
- Select Single Note by Account Number from the Type of Information to Import drop down menu
- Select your Multi Select Delimiter from the drop down menu; for more information please see What is the function of the Multi Select Delimiter?
- Click Next
- Click the green arrow icon next to the name of the field
- Select the corresponding column from the CSV file
- Click the link that says Import Another eTapestry Field at the bottom of the screen to import Note user defined fields
- Click the names of the additional fields you'd like to import
- Click the green arrow icon next to the names of these fields
- Select the corresponding column from the CSV file
- Click Next
- Preview the layout of the information
- Click Next
- Preview the duplicates and select how you would like to handle the information (if there are no duplicates, the database will skip this step
- Don't Modify Any Account Info (Trust) will not change information or User Defined Fields for the existing account, it will only add the Note to the Constituent's Journal)
- Ignore this Line (Ignore) will not import any information from this line in the CSV file to eTapestry
- Click Next to run the import
