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?