Summary: This guide provides step-by-step instructions for administrators on how to bulk import a large number of notes and assign them to specific people profiles in Tithely using a CSV template, ensuring records are accurately linked via the mandatory Breeze ID.
Before You Begin
- You must have the necessary permissions to access Bulk Tasks and People data.
- The Breeze ID is the identifier used to assign the note to the correct person. You may need to export your people data to get these IDs.
- If a note is marked as "Private" (Yes), a Username must also be specified.
Step-by-Step Instructions
1. Navigate to the User and Organization Settings.
2. Choose "Bulk Tasks."
3. Select "View More" (on the left).
4. Choose "Import Notes" (on the left).
5. Download the template file and populate it with your data.
6. Import the revised file using the "Import Notes" button.
Understanding File Fields and Formatting
| Field | Options | Examples |
|---|---|---|
Breeze ID The Breeze ID for the person to whom the note should be assigned. This can be accessed by exporting the people. | Integer (optional) | 2342362 2636345 2463456 |
| Date | mm/dd/yyyy | 5/8/1985 1/2/1997 6/13/0000 11/9/1959 |
| Note | String | Visited John at the hospital; he was doing well. Susie likes puppies Jack told me that Susie likes puppies |
Username Must be a valid username in your database. | String (optional) | jsmith kwilliams srogers |
Private If 'Yes', only the person specified in the "Username" column can see the note. Cannot be 'Yes' if no username is specified. | Yes No | Yes Yes No |
Troubleshooting & FAQs
- How do I get the Breeze IDs for my people? The Breeze ID can be accessed by exporting your people data and using the techniques outlined in the related article, Advanced Guide to Importing Data with Breeze IDs and VLOOKUP.
- What happens if I set the Private field to 'Yes' but leave the Username field blank? The import will encounter an error, as a private note must be assigned to a specific user to control visibility.
- If I need to write a long note, is there a character limit? The Note field is a String, but extremely long notes may require splitting across multiple entries or using a different method. Check the template for practical size limitations.