How to Import Lightning Notes into Salesforce

Published 24 July 2019


Add notes in bulk into Salesforce Lightning edition, from a CSV file. Import their links to related contacts and opportunities and owners without the need for ID's or complicated mapping steps.

1. Connect your Salesforce account

2. Upload your CSV file with notes data

3. Use the field mappings to map the notes details

4. Click start, and see the notes populated on their associated record(s) in Salesforce

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more