Hello,
I am trying to import notes into the Potentials module in Zoho. I have been able to map and successfully import some sample notes, but am unable to import the correct 'Created by ID.' For example I am wanting to import notes and assign those notes based on the user ID (for example: zcrm_779782000000062001). However, whenever I try to import the ID, it defaults to my user as the 'Note Owner.'
Is there a certain format for the 'Created by ID'?
Here is a snip image of the excel file and the import settings. I want the 'Note Owner' to be 'Jason Beiler' for this specific example.
Thanks.