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Question

customer notes multiple lines import

  • December 19, 2025
  • 1 reply
  • 11 views
Kandy Beatty
Captain II
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Hi,

Does anyone have a way to import customer notes but with multiple lines such as for phone numbers. This is so it will carry over to service orders and appointments. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

    1 reply

    lauraj46
    Captain II
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    • lauraj46
    • Captain II
    • December 19, 2025

    Hi ​@Kandy Beatty ,

    I think you should be able to concatenate the values in Excel with an ascii line feed character and then map the concatenated in an import scenario as usual.  The formula in Excel would be something like:

    ="Phone1" & CHAR(10) & "Phone2" & CHAR(10)&"Phone3"

    Hope this helps!

    Laura 

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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