Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
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John Cowley commented
Just moving over from Sage to Xero, disappointed to find that both Sage export and Xero import functionalities are so limited. Problems included: moving across VAT numbers, Xero appears unable to store job titles/phone numbers for multiple people within a contact
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Tara Stevenson commented
Yes! and also employees
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Kate May commented
Gift aid information for contacts is critical for our use case. Contacts is the logical place to put this stuff but I only just realised that we can't update in bulk or pull off notes in bulk which will push us back to separate parallel inefficient records..
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Mark Hewgill commented
We use this to store AWRS numbers for our wine suppliers, which HMRC want to check from time to time. Quite important for us to have this functionality.
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Jason Skinner commented
This seems crazy it can't be done. Its basic fundamentals.
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Omar Awny commented
I would like the ability to import/export notes in other areas as well. The software we sell often has vendor rules as to how it's sold, e.g. "Must include min of one license of X before customer can order any licenses of "Y" (and many others).
These notes can be added individually, but there are dozens of rules across our range. Importing new pricelists and updating these manually is incredibly tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see them, there is no way for users to know there is a rule attached to any product without going in and looking at each.
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Paul McPhail commented
An update today (15 Aug 2023) seems to be the ability to Export "History and Notes", but not the Notes in Contacts. So disappointed!
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Leonie Kershaw commented
Xero???? When will this notes field be added? It is absolutely useless to have a field that can only be utilised in Xero itself. Surely it can't be that hard to add this to the export in Contacts. PLEASE PLEASE PLEASE provide an update
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Joana Mendes commented
Hi Xero, Where are we at with this? I will say it again, there is no point in implementing the new note field if we can't export or import in bulk. Please provide us all with an update as to when will this be happening. Thanks Joana
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Phil Arnott commented
Please allow this as part of imports. Thankyou
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Paul McPhail commented
Yes please. The new NOTES field is only useful if we can search for its contents or export as suggested.
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Joana Mendes commented
There is little point in having the contact notes field if we can import/export in bulk.
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Evelyn Goh commented
It's important for xero set up/migration for clients. It's time consuming if this feature is not available.
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Joan Keun commented
I need to export the notes to add it to accounts that's handed over.
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Hayden King commented
I am only new to xero but the ability to import and export to this field is not an option for the efficient operation of my business. It will be very time consuming if this feature isn't available soon.
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Tash Jones commented
Yes please, I have just put info into this section expecting to be able to export it so really need this function. Really important for my business to be able to use this information and there is nowhere else suitable in contacts to put it.
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Jenny Child commented
Yes please! I would like to use this field for internal contact information and be able to import and export this data would be very useful with supplier management reviews.
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361 Support commented
Allow user to export/print Add Note
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Leonie Kershaw commented
Agree with Joana's comment! Can you give any indication if this is being worked on and some sort of ETA. My team has spent hours pouring info into the new field and we need to be able to export that information.
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Joana Mendes commented
Any update on when this will come live? I don't want to spend time using/updating the new notes fields.