Import client notes

Settings - Installation; Contacts - View, Add and Edit Contacts

Rather than manually adding the client notes you have stored on another system into CCH iFirm, you can import them. The import process uses a .csv file and we provide a template to help you prepare the data to be imported.

1. Click Settings > Installation.

2. Click Import Client Notes.
3. Click the green link to open the template worksheet in Microsoft Excel.
   
4. Populate the worksheet with your data.
   • Manually enter the client note details or copy and paste them from another file.
   • Use this table as a guide for preparing a .csv worksheet of your client notes:

   Column	Data Format	Character Length Limit	Importance
   Code	[ABCP]	10	Required
   Date	[Mar 31 2009] Use the date format mmm dd yyyy		Required
   Category	[File Notes] This field is for the note category. For example, Correspondence, File Notes, Reminders		100
   Note	Example: Bill has two children Thomas and Patrick. 65535 Required Save the worksheet as a .csv file.		Required

5. Go back to the Import Client Notes page in CCH iFirm.
6. Click Browse or Choose file (the label on this button changes depending on what browser you use) to locate and select the .csv file containing your client notes.
7. Click Import.
8. Check the import notification on the bottom left-hand side of the page to confirm that your data was imported successfully.
9. Open a client contact record to view the imported note(s) on the Notes & Reminders tab.