Author Topic: Note Import via the UI Wizard Doesn't Allow Note Date (Read 522 times)

Shai · October 07, 2013, 02:35:30 pm

Hi Folks,

It looks like the Note import functionality via the wizard is fairly primitive and that if I wanted to:
-- designate a contact ID who added the note
-- add a subject
-- associate the note with the date it was added

then I would have to do that import via sql.

Am I correct about that, or is there something I'm not seeing.

Using 4.3.7 for Drupal 7.

Thanks,

Shai

JonGold · October 07, 2013, 02:46:05 pm

Hey Shai,

Another option besides SQL and the web UI is the command line, which is IMO the preferable way to do note imports.
/path/to/Civi/bin/csv/import.csv -e Note /path/to/filename.csv

You can use "Export" to see the field names - or you can look them up in the API explorer. However, the fields you'll want are:
entity_id, note, modified_date, subject.

entity_id should be the id of the contact id you want to link the note to - and be sure to put in a header row on your .csv to indicate which columns are which!

Jon

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Author Topic: Note Import via the UI Wizard Doesn't Allow Note Date (Read 522 times)

Shai

Note Import via the UI Wizard Doesn't Allow Note Date

JonGold

Re: Note Import via the UI Wizard Doesn't Allow Note Date