Import Notes

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
Import and Export > Import Notes


Import Notes allows you to import all customer notes and saves your time:

You can import Notes from various data sources including Excel® files, CSV files.

Before importing your Notes

Before you import your Notes for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way:

  • Backup your database – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. Click here for more details about performing a backup to your database

We recommend to import the following data before importing Notes into RangerMSP:

  1. Import Accounts - when importing Notes they will be linked to existing Account if it was recognized based on one of the following Account fields: File As, Account # (Number), internal Record ID. In case Account does not exist or could not be found or if there are duplicate Account records - new Account will be created.
  2. Import Secondary Contacts - when importing Notes they will be linked to existing Secondary Contact, otherwise new Secondary Contact will be created for Account

Importing Notes from Excel/CSV/Text Files

You can import Notes into RangerMSP from almost any data source that you may have, including Excel sheets, and exported files from other software.

To import Notes :

  1. On the Main menu go to Tools > Import and Export > Import Notes, and select the type of file to be imported (MS Excel®, Text (CSV), Paradox tables, dBase tables) .
  2. Map the fields in the input file to the equivalent database fields in RangerMSP.

  3. Guidelines in matching fields when importing Notes:
    (Tip: fields with name identical or similar to field name in RangerMSP will be mapped automatically.
    1. If Account exists in RangerMSP, the Note will be linked to existing Account.
      In case mapped Account does not exist in RangerMSP or does not match any Account, new Account will be created and Notewill linked to the newly created record.
      Note: In the import wizard there is an option to skip Note creation or create a Note without linking to any Account if the Account is not found in RangerMSP):

Deleting imported Notes

Important: It is highly recommend to backup your data before using this tool.
Imported Notes can be un-imported/deleted using Tools > Import and Export > Delete Imported Notes.. This tool allows to delete all Notesthat were imported in a single batch import. Note: this action will also delete Accounts/Contacts that were created by this single import.

See Also