Can I import and export notes in Zoho FSM?
Yes, you can import and export notes in Zoho FSM.
Below are the details and limits.
Importing Notes:
You can import notes into the following modules:
- Contacts
- Companies
- Services and Parts
- Assets
The import file must contain a column with a unique identifier (e.g., Contact ID or Name) to correctly link notes to the respective records.
Steps to Import Notes:
- Navigate to the desired module and click Import Data.
- Under the Notes section, upload your CSV file.
- Select the appropriate character set for parsing.
- Map the columns in your CSV to FSM fields using:
- Auto Mapping (default)
- Manual Mapping via drop-down
- Optional settings:
- Reset Field Mapping to start over
- Replace Empty Values to set default values for blank fields
- For Parent ID, choose the appropriate field to link the note to the correct record.
- Click Import to begin.
- After completion,
- An in-app message and email will notify you
- The email will include a report of any errors (if applicable)
Exporting Notes:
You can export notes using the Data Export feature in Zoho FSM.
Limits:- Up to 10,000 records from a module can be exported at once
- A maximum of 5,000 notes can be exported per operation
- Only 3 exports can run simultaneously
Steps to Export Notes:
- Go to Setup > Data Administration > Data Export.
- Choose:
- Module to export
- Related Module: Notes
- Include PII (Optional)
- Recipient email address
- Click Export.
- If password protection is enabled, enter a password for the file.
You can check the status in Data Export > History.
Access your files securely from anywhere
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