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Import of Notes

edited Dec 3, 2019 1:14PM in Account Administration 1 comment

I am in the process of exporting notes, calls, messages and cases from one instance of NetSuite to a new instance of NetSuite.  I need to be able to tie the notes back to either the phone call, message or cases but don't see a clear way to do that.  Do you use the CRM/Support Record field in the CSV upload for the internal call_id or case_id? Or is there another way to link the notes to the specific event?

John

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