Prepare your notes import
1. Check the prerequisites
Companies already imported:
Make sure all the companies you want to attach notes to have been imported into Sidely.
Notes must be linked to companies via their Sidely ID.
Downloading the template:
Download the notes import template from the Sidely interface (see step below).
Steps to import your notes
1. Retrieve the Sidely IDs (company identifier)
Go to the Companies section and export the list in Excel format.
This file will include the Sidely ID column, which is essential to link the notes to the right companies.
2. Download the notes import template
In the same place, click Export notes
Download the file. This gives you the template of the file to import
3. Fill in the notes import template
Required fields:
Company ID: It must be the same as the Sidely ID in your company file. It is used to match the note to be recorded with the company.
Title
Note content: Enter the content of the note for each company.
Creation date: Enter the date the note was taken (format: DD/MM/YYYY).
Created by: enter the name of the user who owns the note
4. Save your file
Once your file is complete:
Save it in CSV or XLSX format.
Check that there are no empty cells in the required columns.
5. Import your notes into Sidely
Go to Settings > Import/Export.
Click Import from a file and select your notes file.
Validation:
A preview is displayed so you can check that all columns are mapped correctly.
You can then view the data and which fields it will be imported into.
If errors are reported, correct them in the file before running the import again.
Click Import to finish.
You'll find your notes in the company record, at the bottom right:
Best practices for a successful import
Test with a sample:
Run a test with about ten notes to validate the process before importing everything.
Keep a copy of the file:
Keep a copy of your imported file for future updates or corrections.
Follow the formats:
Make sure dates and text follow the formats required by Sidely.
FAQ
1. Can I import notes without linking them to companies?
No, each note must be linked to a company via the Sidely ID.
2. What if a company has several notes?
Create a separate row for each note with the same Sidely ID.
3. Are note categories required?
No, but they can be useful to structure your notes and make them easier to find.
4. How do I check that the import was successful?
Go to the Notes section or to the company records to confirm that the notes appear correctly.
5. Can I edit a note after the import?
Yes, you can edit a note directly from the relevant company record.