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Import Notes with Data Import Wizard

Udgivelsesdato: Apr 2, 2026
Beskrivelse

Use this article if you need to migrate or upload legacy Notes from the "Notes and Attachments" related list into Salesforce using the Data Import Wizard. This is common when consolidating data or onboarding records from an external system. 

Note: In order to see the import results of the old Notes you must still be using Notes and Attachments. For more, please review Note and Attachment Fields.

Løsning
When migrating data between systems with different environments, we should always check for compatibility and methods to achieve successful migration.
 
Warning: Always back up your data before performing any data operation. See [Export Backup Data from Salesforce] or [Export Data] for details. Run a test with a small record subset and verify results before proceeding with a full import.
 


Prepare your CSV file with the following columns:

  • Account ID (If you need the Note related directly to an Account)
  • Contact ID (If you need the Note related directly to a Contact)
  • Account Name (Editable field required)
  • Contact: Last Name (Editable field required)


​Note: Add column(s) in addition to those above for your actual notes. These column's headers will become the title of the note record and the body will be the data below it.

Import your .csv file using Data Import Wizard

  1. Navigate to Setup.
  2. Enter Data Import Wizard in the Quick Find box.
  3. Click Data Import Wizard.
  4. Click Launch Wizard!
  5. Click Accounts and Contacts.
  6. Select Update existing records.
  7. Select Match Contact by Salesforce.com ID.
  8. Select Match Account by Salesforce.com ID. (Ensure that Update existing Account information is selected if Note needs to be related to Accounts).
  9. Upload your .csv file then click Next.
  10. Ensure that all fields are mapped.
  11. For the 'Note' column, click Map.
  12. Next to 'Map to:' select on the picklist either Account Note or Contact Note then click Map.
  13. Click Next then Start Import.


The Recent Import Jobs chart on the Data Import Wizard home page lists the status and metrics of the data import. Alternately from Setup, enter Bulk Data Load Jobs in the Quick Find box, then select Bulk Data Load Jobs to view the status.

Note: "Bulk Data Load Jobs" is only available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions

Vidensartikelnummer

000382404

 
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Salesforce Help | Article