Soldato
I've exported our contact and notes data as CSVs from our current CRM and the notes are only exported with the contact ID as the owner link.
The system I'm importing into will only link notes to contacts when the First Name, Last Name and Email/Phone/Organisation match.
So basically I need to add three columns to my notes CSV and lookup the contact ID in the other workbook and replace it with another column to bring in the name and email.
I believe it's possible but Googlefu is failing me. May even be a macro?
Thanks in advance.
The system I'm importing into will only link notes to contacts when the First Name, Last Name and Email/Phone/Organisation match.
So basically I need to add three columns to my notes CSV and lookup the contact ID in the other workbook and replace it with another column to bring in the name and email.
I believe it's possible but Googlefu is failing me. May even be a macro?
Thanks in advance.