Note Import Spreadsheet Key Important: Please look at your data after you have completed the import spreadsheet. Make sure there are no errors and that the data is correct. If you have questions on different fields in the import spreadsheet, all the fields are listed here with a brief explanation. Please do not change the column titles. * - fields are required Either the Tax ID or the Redtail Client ID is required. This field will be A: Tax ID/Redtail Client ID* – used to link the notes to the contact record in Redtail. If you are using the Redtail Client ID, you can run a Custom Export from Redtail to obtain this information; instructions for this can be found B: Redtail Username* Which Redtail user created the note – C: Date of Note* Date the note was created – D: Note Category Note Category (This is optional: If not filled in, note will import with default note – category: General Information) E: Body of Note* Content of note –
Note Import Spreadsheet Key Important: Please look at your data after you have completed the import spreadsheet. Make sure there are no errors and that the data is correct. If you have questions on different fields in the import spreadsheet, all the fields are listed here with a brief explanation. Please do not change the column titles. * - fields are required A: Tax ID/Redtail Client ID* – Either the Tax ID or the Redtail Client ID is required. This field will be used to link the notes to the contact record in Redtail. If you are using the Redtail Client ID, you can run a Custom Export from Redtail to obtain this information; instructions for this can be found B: Redtail Username* – Which Redtail user created the note C: Date of Note* – Date the note was created D: Note Category – Note Category (This is optional: If not filled in, note will import with default note category: General Information) E: Body of Note* – Content of note