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

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