Mapping notes and tasks

Required fields

The Note Text field is a required field for notes. The Task Name field is a required field for tasks.

Special fields

None available.

Examples showing how to map notes and tasks

Please refer to the examples below to see how to format your note and task data. Follow the mapping shown in the corresponding screenshots as you're mapping your own fields in the Flex Importer.

Example #1: Mapping notes

Import file

Field mapping

Record Preview

Example #2: Mapping tasks

The Task Name field is a required field for tasks.

Import file

Field mapping

Record Preview

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