Import Notes

Written by Nick Miles

Last published at: March 13th, 2020

Import notes into CommunitySuite from a different system.

  1. Select Notes from the Home page.
  2. Select Import.
  3. Click the drop-down to select the type of notes that you want to import.
  4. Click Download Template. The template will download to your computer's Downloads folder.
  5. Open the template, and enter the donation_id and note_text fields for each donation that you want to import (all other fields are optional), then save the .csv file to your computer.
    • Task Types and Note Types pull from the same list in the system. The task_type field is just the database name that was chosen to represent those fields.
    • task_type_id and task_type_name are essentially the same fields, so if you choose to enter this information, only one of these fields needs to be completed.
    • the sticky field indicates whether or not the note will display a the top of the screen (Y=yes N=no)
  6. In CommunitySuite, click Choose File, then select the file and click Open.
  7. Click Process and your donations will be imported to the system.