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Can I Import Notes from an Excel Spreadsheet into the CRM?

Our Welcome Team can assist with importing Notes from an Excel Spreadsheet! You will find our formatted spreadsheet as well as the database import key available for download below.

The following information outlines the different fields for Notes in Redtail, those marked with an "*" are required to import Notes:

Tax ID/Redtail Client ID*Either the Tax ID or the Redtail Client ID is required. This field will be used to link the notes to the contact record in Redtail. If you are using the Redtail Client ID, you can run a Custom Export from Redtail to obtain this information; instructions for this can be found here

Redtail Username*
Which Redtail user created the note

Date of Note*Date the note was created

Note Category
Note Category (This field is optional: If not filled in, note will import with default note category: General Information)

Body of Note*
Content of note

>>> Please do not to change any of the column names to ensure your import process will run smoothly.  Once your spreadsheet is ready you can simply attach your finished copy in an email to support@redtailtechnology.com along with verification of your Redtail Username, and we will take care of the rest.

 

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