Save time by importing Account notes to multiple accounts using the Import v2 feature. Boards often make decisions that affect large numbers of Owners, requiring notes to be placed on each account, such as; Hold collections, suspend late fees, waive late fees, suspend Violations etc…. Instead of opening each account to individually enter a Note, you can quickly and easily use the Import v2 feature to upload notes to all accounts.
Step 1. Navigate to Administration > Import v2.
Step 2. Select Notes from the Choose Entity drop down menu.
Step 3. Click the Download Template hyperlink. This step will download a blank template with all available fields.
Step 4. Add data to your spreadsheet.
NOTE- Headers bolded in blue are required fields.
Step 5. Click the Add Import button on the right hand side to open the Import Data window.
Step 6. Copy your data, including the Headers, and paste into the import window.
Step 7. Click the Save button.
Step 8. When the import is complete you will receive the following message.
