3639080 - How to add new notes to an existing object using data impex

How to add new notes to an existing object by using the Data Impex.

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SAP Sales Cloud Version 2
SAP Service Cloud Version 2

Steps to add a new note to an existing object (Taking Appointment as an example):

1. Export the Appointment:
   Use the Data Import/Export module to export the appointment for which you want to add a note.
2. Edit the Appointment_Notes File:
   Locate the Appointment_Notes file from the export and add the new note details.
   Please maintain the "Parent_Technical_Key", "Note ID_HTML_CONTENT", "Note Content" and "Note Type" fields.
   
   
   
   
3. Create a ZIP File:
   Combine the root and sub-entities files into a single ZIP archive.
4. Import the Updated Data:
   • Go to the Data Import/Export module.
   • Select the Import > Update option.
   • Choose the Appointment entity.
   • Upload the ZIP file created in step 3 and start the import.
5. Verify the Update:
   Once the import completes, refresh the appointment record. The new note should now be visible.

KBA 3574107 - How the sub-entities creation works when using Data Import & Export tool

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SAP Sales Cloud and SAP Service Cloud Version 2 all versions