How do I import Notes, Tasks, Events or Calls and associate it to other records?

How do I import Notes, Tasks, Events or Calls and associate it to other records?

You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the Related IDs of the records to which you want to associate.Related ID is a unique ID for all the records in CRM. If you export the records from CRM, you can get the IDs of the individual records and use it.

For instance, you want to import notes that are related to some leads. In that case, you need to do the following:

  • Export the leads to get their Related IDs. 
  • Include the Related IDs of the leads in your import file to associate the notes with the leads.
Note:
  • In CRM, notes are associated to other records (contacts, leads, etc.). Hence, while importing them you need to have the Related IDs to associate the notes to other records.
  • On the other hand, Tasks and Events need not always be associated to other records. Hence, you can import them without the Related IDs but in order to associate the tasks and events to other records (contacts, leads, etc.) you need to have the Related IDs in the import file.

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