Mapping notes and tasks
IMPORTANT NOTE: If you are exporting note or task data and re-importing it in order to bulk update it, make sure you include the LGL Constituent ID and either the LGL Note ID or the LGL Task ID in your export, depending on which type of data you plan to update. When re-importing, ensure that you set up mappings for these fields so that the bulk change you are making will occur in the correct constituent, and note or task record/s.
The Note Text field is a required field for notes. The Task Name field is a required field for tasks.
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
Example #2: Mapping tasks
The Task Name field is a required field for tasks.