Import Notes to to a company, sale or project with DataBridge

Owned by Thomas Speekenbrink
Last updated: Aug 01, 2019

Overview

Is it possible to import notes to a company, sale or a project?

How to

This is possible with DataBridge, the note field needs to be mapped to the correct SuperOffice field:

  • For a note to be linked to a company use the field Company: Info
  • For a note to be linked to a sale use the field Sale: Note
  • For a note to be linked to a project use the field Project: Note

Import Example Files

We have created a set of import example files per SuperOffice entity. You can download these files as a starting point to examine the data and format you can use. 

Download COMPANY ENTITY SHEET
Download SALE ENTITY SHEET
Download PROJECT ENTITY SHEET