Notes Import

In Plannr, you have the ability to import Notes. More information on Imports is available here.

Completing a Note Import

Download the CSV Template

If you already have a CSV to import, you can skip this step

Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the type of importer you wish to run. Once the Notes importer is selected, you'll see a link appear below saying download sample import CSV. Click on this and the CSv template will be downloaded!



Populate the CSV

If you already have a CSV to import, you can skip this step

Once downloaded, input your data into the CSV.




The fields are explained below:

* model_type this field is required and refers to the location of the note. This can be account (contact), plan, risk, case or task.

* type this field is required and refers to the type of note. This can be call, note, meeting or email.

path refers to where the note is to be stored for example where you would like a note against the contacts employment record it would be - contacts-id-employment. Below is a list of these:
contacts-id-access
contacts-id-audits
contacts-id-cases
contacts-id-charge-splits
contacts-id-charges
contacts-id-contact-details
contacts-id-conversations
contacts-id-dependants
contacts-id-document-builder
contacts-id-documents
contacts-id-emails
contacts-id-employment
contacts-id-estate
contacts-id-expenditure
contacts-id-factfind
contacts-id-forms
contacts-id-goals
contacts-id-health
contacts-id-illustrations
contacts-id-income
contacts-id-logged-time
contacts-id-new-business-events
contacts-id-relationships
contacts-id-risk
contacts-id-signatures
contacts-id-state-pension
contacts-id-tasks-tasksid
contacts-id-wealth
contacts-id-wealth-section

account_uuid refers to the client's uuid. This is only needed when the model_type is account.

plan_uuid refers to the plan uuid. This is only needed when the model_type is plan.

risk_uuid refers to the risk uuid. This is only needed when the model_type is risk.

case_uuid refers to the case uuid. This is only needed when the model_type is case.

task_uuid refers to the case uuid. This is only needed when the model_type is task.


UUIDs can be found by looking at the end of the url.

After the /, you'll see a string of letters and numbers. This is the universally unique identifier.



* contents this field is required and refers to the contents of the note itself.

* is_pinned this field is required and refers to whether the note should be pinned and must be populated with either true or false

Once you're happy with the information in the csv, save it.




Import the CSV

Go back to Imports from the Business tab and select Add New.



This brings you back to the Import Wizard. Here, you'll be taken through the import, step by step.

More detailed information on this can be found here.

First is the Setup. Here you must select the Note importer from the dropdown, select the Create mode and upload the relevant file.



Proceed through the steps and, once it's complete, you'll see this screen, confirming that the import has succeeded.

Updated on: 09/07/2024