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customer notes multiple lines import

  • December 19, 2025
  • 3 replies
  • 45 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. 

 

Best answer by lauraj46

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 

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*.

    3 replies

    lauraj46
    Captain II
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    • lauraj46
    • Captain II
    • Answer
    • 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*.
      Kandy Beatty
      Captain II
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      • Kandy Beatty
      • Author
      • Captain II
      • December 22, 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 

      Thanks Laura, I will try this. I will let you know. 

      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*.
        B
        Freshman I
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        • bmeagher
        • Freshman I
        • December 29, 2025

        To add on to ​@lauraj46  response: we needed to pull data from an existing system with an Excel file in the middle of the transition. In the export from the old system, we mapped CHAR(10) (and possibly CHAR(13)...can’t remember) to a pipe ‘|’. 

        In the import scenario, a Replace was used to search for the pipe and swap in the CR/LF pair:

        =Replace( [CustomerNotes], '|', '\r\n' )

        It worked perfectly.

        Other notes: I searched the source system for any instances of a pipe being used, which there were none. I also added in a bit of logic to remove duplicate CR/LF pairs when extracting the data to do a bit of clean up. 

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