If your organisation is migrating case notes from an external system, the Data Loader tool allows you to import them directly into Lumary as Note records. This article explains how to use the Data Loader to create new case note records or update existing ones. Note that this tool is intended for data migration purposes only — if you are entering notes directly, you should do so through the Lumary UI instead.
Required packages and permissions
Available with: Lumary 2.12 and later
How to use
- Navigate to the Data Loader tool in Lumary and select the Case Notes option.
- Download the
case_notes_template.csvfile and open it in your preferred spreadsheet application. - Populate the template with your case note data, adding one row per note. Refer to the field definitions table below for guidance on completing each column.
- Save your file in CSV format and upload it to the Data Loader. The system will process it automatically.
- Once processing is complete, review your results. If any records have failed, you can either correct them manually in Lumary or upload a new CSV file containing only the failed records with the errors resolved.
⚠️ Important: If a Migration Id is provided and a note with that ID already exists in Lumary, the existing record will be updated. If the Migration Id is blank or not found, a new note will be created.
CSV field definitions
Only the Title field is mandatory. All other fields are optional.
| Field | Purpose |
|---|---|
| Migration Id | An external identifier for the note. Used to match and update existing records. If blank or not found, a new note will be created. |
| Client Id | Must be the Salesforce Record ID of the relevant Contact record. |
| Service Note Date | The date of the note, in YYYY-MM-DD format (e.g. 2024-01-15). |
| Status | The status of the note (e.g. Draft, Final). |
| Private | Whether the note is private. Must be true or false. |
| Related Activity Type | The type of activity associated with this note. |
| Service Area | The service area this note relates to. |
| *Title | The title or name of the note. This field is required. |
| Description | The body or content of the note. |
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