Written by Support InfoBridge
Is it possible to import notes to a company, sale or a project?
This is possible with Nebula DataBridge, the note filed needs to be mapped to the correct SuperOffice field:
- For a note to be linked to a company use the field Company: Info
- For a note to be linked to a sale use the field Sale: Note
- For a note to be linked to a project use the field Project: Note
Import Example Files
We have created a set of import example files per SuperOffice entity. You can download these files as a starting point to examine the data and format you can use.