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Import Notes under Vendor Activities

  • 26 September 2024
  • 2 replies
  • 45 views

Hi,

I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise?

 

The first method I use is as below which I import through the Vendor screen, but I kept getting error 

 

Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities:

 

If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks!

 

Regards,

Chern

Best answer by lbarker

Have a look at this link but its for Customers but same concept

https://www.augforums.com/forums/everything-else/import-activities-for-a-customer/

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2 replies

lbarker
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  • Varsity II
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  • September 26, 2024

Have a look at this link but its for Customers but same concept

https://www.augforums.com/forums/everything-else/import-activities-for-a-customer/


  • Author
  • Freshman II
  • 8 replies
  • September 30, 2024
lbarker wrote:

Have a look at this link but its for Customers but same concept

https://www.augforums.com/forums/everything-else/import-activities-for-a-customer/

Thank you, this method works as how I need.


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