How to import single note by account number (includes sample data file)

We can use the Single Note by Account Number import to add Notes to the Journal of Constituents that already exist in the database.
Required Fields
  • 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
  1. Click Management
  2. Click Import
  3. Select the category where you'd like to store the import template
  4. Click New Import
  5. Fill in a name for the import template
  6. Click Choose File/Browse Files
  7. Select the CSV file from your computer
  8. Select Single Note by Account Number from the Type of Information to Import drop down menu
  9. Select your Multi Select Delimiter from the drop down menu; for more information please see What is the function of the Multi Select Delimiter?
  10. Click Next
  11. Click the green arrow icon next to the name of the field
  12. Select the corresponding column from the CSV file
  13. Click the link that says Import Another eTapestry Field at the bottom of the screen to import Note user defined fields
  14. Click the names of the additional fields you'd like to import
  15. Click the green arrow icon next to the names of these fields
  16. Select the corresponding column from the CSV file
  17. Click Next
  18. Preview the layout of the information
  19. Click Next
  20. 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
  21. Click Next to run the import
  Single Note by Acct. No.csv

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