Notes Import
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Records > Add (Records) > Importing > Notes Import

Notes Import

In eAppTrack it is possible to import a spreadsheet of notes into a module. This would be for if a user has kept notes in another location, dumped them into a spread sheet.
The import process mostly works the same as a normal import, but there are a few differences.

  • When you go into the Import Menu, you need to click Notes Import on the right hand side.

  • You need to make sure all the formatting is correct. Dates, text fields, etc.

  • The notes import will not show up on the import log, nor will there be an error message if it does not work. Therefore, you will need to go into a record to make sure they have imported correctly.