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Import Customer Notes

Updated

Import Customer Notes can be used to import historical notes into SARA as closed activity notes or account notes to provide information from another system or to assist in the transition from another application.  

Admin Settings & Utilities Import Customer Notes

File Format Information:
File type:  CSV
Fields:

  • CompanyID: This is the ERP Company Code.

  • Sage 100 Example: “ABX”

CustID: this the ERP Customer Code

  • Sage 100 Example:

  • This would be the AR Division + “-“+ Customer Code.

  • For Sage 100 users that do not use AR Divisions the AR Division will always be 00

  • “30-0101658”

ActivityDate: Date of the Note - This will import using UTC (Coordinated Universal Time). A time conversion will occur based on each users time zone as set within SARA 

  • To import as 12:00 Eastern import the Activity Date with the below
    "8/14/2008 04:00:00 AM"

TaskDesc: Description of the note. Max length 100 characters
InvoiceList:

  • If you would like to tag invoices to the newly created Activity, then a Pipe (|) delimited list can be provided.

  • Sage 100 Example:

  • This would be the InvoiceNo + “-“+ InvoiceType.

  • “0712375-IN|0713561-IN”

Notes: Notes for the current activity.  Max Length 2000 characters

  • Example:

NOTE:

  • ALL DATA VALUES NEED DOUBLE QUOTES(“”) AROUND THEM IN ORDER TO BE IMPORTED SUCCESSFULLY.

  • All modifications to the file should be made in Notepad. Format MUST match the above photo for upload to work.
    ​

  • The first row should contain the column headings

  • Assigned User will be populated based on user importing in the notes