Customer Notes Import


Expanded Setup Guide

Customer notes can be imported into SecurityTrax. There are a few required fields needed to do this, (ie. first name, last name, and phone1). Below we will provide a downloadable template fill it out and create a ticket for SecurityTrax and we will get this import done for you.

- Download the template to perform the import.

- Please do not change the template file. The import will not work correctly if it’s modified.

- Headers and header definitions are provided in the template

- Don’t alter the column headings on the template

- Don’t add or subtract columns to the template

Once you have populated the data on the template, please submit a ticket and then attach the file to have it imported to SecurityTrax.