Issue with Importing Notes against Leads

Issue with Importing Notes against Leads

Hi,

I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads.

I have created a csv file which I am testing that contains just one record.

This csv file contains the following columns:
Note Id
Parent Id       (I have tried prefixing the id with zcrm_ as well as without)
Note Owner Id (I have tried prefixing the id with zcrm_ as well as without)
Note Content

  • I am using the “Migrate from other CRM” Process for the Notes Module.
  • I am choosing the option to import by Parent Entity ID of Notes.
  • I am specifying the column titled Parent Id as the parent ID of the notes (and this relates to a valid Lead Id).

I would expect the import to work but it doesn’t!

In the Import History it displays an error message of:
“Could not find a matching parent record for this look up field - Parent Id”

This makes no logical sense to me and I expected the note to be created and assigned to that Parent ID in the file (which maps to a valid lead ID).

NB: I also can see that the “Note ID” field is mandatory so have just made up a not ID starting at 1 and increasing through the complete list of Note uploads. Would this be OK?

Any ideas why the import is failing?

Thanks in advance for any help,

Paddy
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