To import notes, you need the following information for each note you intend to upload into your Zoho CRM in your CSV file:
- Note title
- Note content
- You can also include the names of people who created or modified notes (this can be helpful for update)
Keep in mind that a note is a secondary data object that must be linked to a primary data object such as an Account, Contact, or Deal. Loader lets you link notes with records based on their names. In the same import, you can connect your note to all of these data objects. Just make sure to use the exact name to properly link your note.
Going back to the data in your CSV file, please include name of an Account, Contact or Deal for each note that you want to import. If you have multiple notes for the same Account or Deal, you must use this exact name in each note.