Eagle allows you to import all different types of data into your database, including bites, contacts, appraisals, notes, and more.
There are three steps to importing your notes.
Step 1. Get a spreadsheet of your existing Notes data
You may be able to export data from your other software. Please contact your provider where you notes data is currently held for assistance in getting a spreadsheet of your existing data.
Step 2. Get your Notes into Eagle format (Data transformation)
To do this;
Go to the 'Settings' tab in the top right corner of your screen
This will give you a new menu of options on the left side of your screen. Select 'Data Import' from that menu.
Once in 'Data Import' you will see a list of tab options. Select the 'Notes' tab.
From here click the button to 'Download The Example File'.
Once you have downloaded the example file;
Line 2, 3 & 4 of the example file show how the information needs to be displayed, this is dummy data when you are ready to import this needs to be deleted.
The column headings must be the same as in the example file
Contact data headings must start with _contact__
If there is contact_id field, this will be used to match the note to a contact instead of the _contact__ fields. You can find your Eagle contact id's in line 1 of a contact export. For instructions on how to Export your Eagle contacts please click here.
You can also add notes to a property, appraisals, contracts, addresses etc. By adding the respective Eagle ids to their designated columns. You will find the Eagle id for each of these areas in line 1 of their respective exports. For instructions on how to export these, please follow the links above.
The file must be saved as a "CSV (Comma delimited) (*.csv)"
Step 3. Upload your CSV file
Once your spreadsheet is ready you can now upload your CSV file.
To do this;
Go to the 'Settings' tab in the top right corner of your screen
This will give you a new menu of options on the left side of your screen. Select 'Data Import' from that menu.
Once in 'Data Import' you will see a list of tab options. Select the 'Notes' tab.
From there 'Upload CSV' and select the converted Notes file from your file manager.
We provide a data conversion service if you would like assistance with converting data. Please contact our support team on 03 9016 0444 or [email protected] for more information.