topic Re: How do I import ContentNotes with DTV? in DemandTools

How do I import ContentNotes with DTV?

michael-wtds — Wed, 10 Apr 2024 16:55:11 GMT

Are there any posts already written for DTV on how to insert notes with to the ContentNote object?

I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing. Is there a way to do this import with DTV?

The only workaround I've found so far is to import to legacy Notes, and then use Salesforce Lab's Magic Mover to convert the classic notes to the new lightning notes.

Re: How do I import ContentNotes with DTV?

Pugs_Validity — Fri, 12 Apr 2024 19:57:03 GMT

Hey @michael-wtds - I know this was discussed during yesterday's Office Hours briefly but I wanted to follow up. This feature will be available on the upcoming 5.37 DTV release. I'll be able to provide further detail as soon as the team is done putting the finishing touches on it. I'll follow up as soon as it's released!

Re: How do I import ContentNotes with DTV?

Pugs_Validity — Fri, 03 May 2024 20:22:59 GMT

Hey @michael-wtds - Checking in to make sure you saw yesterday's release of 5.37.1. You can now import content documents. Instructions are outlined on this document. Let us know if you have any questions!

Re: How do I import ContentNotes with DTV?

michael-wtds — Mon, 06 May 2024 13:43:13 GMT

@Pugs_Validity Thank you for bringing this to my attention, and I hope to test this out later this week.

It does look like I'm going to need to find some scripting, probably with python, to create individual text files from an excel notes field. So, if you have any solutions for doing this, please let me know.

And if I find anything that works, I'll be sure to post it for reference.

All the best,
Michael

Re: How do I import ContentNotes with DTV?

michael-wtds — Wed, 20 Nov 2024 04:15:18 GMT

@Pugs_Validity I finally had a chance to put the content notes import to work. The hardest part is creating the individual files from excel, but I did finally get a python script to work to create my individual files.

For reference, my source xlsx file had the following 2 columns that were used to create individual files using python -

ContentNotePath
D:\WTDS LLC\Clients\XYZ\GTE Nashville Dec 8-11 2024\1.txt
D:\WTDS LLC\Clients\XYZ\GTE Nashville Dec 8-11 2024\2.txt
D:\WTDS LLC\Clients\XYZ\GTE Nashville Dec 8-11 2024\3.txt
...

And the file contents are in the column with this example data, where html paragraphs were used to create line breaks for the note body -

Note Content
Company / Organization NameABC Wealth Advisorshttps://abcwealth.com/Mike PeachHead of Portfolio ManagementBusiness Descrip....

Company / Organization NameXYZ Wealth, LLChttp://www.xyzwealth.comSarah ConnorCEO...

Company / Organization NameAAA Trust Companyhttps://AAATrust.com/Ace VenturaVP of Adviser...

And then this is the python script that created individual txt files -

Pyton-CreateNoteFiles.py

import pandas as pd

import os

# Load the Excel file

# Using a raw string to handle file path

file_path = r"D:\\WTDS LLC\\Clients\\XYZ\\GTE Nashville Dec 8-11 2024\\ContentNotes.xlsx"

df = pd.read_excel(file_path)

# Loop through each row in the DataFrame to create individual text files

for index, row in df.iterrows():

# Get the file path and content

note_path = row['ContentNotePath']

note_content = row['Note Content']

# Ensure that the directory for the file path exists

directory = os.path.dirname(note_path)

os.makedirs(directory, exist_ok=True)

try:

with open(note_path, 'w', encoding='utf-8') as file:

file.write(note_content)

except Exception as e:

print(f"Failed to write file {note_path}: {e}")

print("All text files have been created successfully.")

Re: How do I import ContentNotes with DTV?

AnthonyValidity — Wed, 04 Dec 2024 19:38:39 GMT

For posterity:

You can accomplish this with Excel on Windows (MacOS does not allow for this)

• Open a new Excel doc
• Go to the Data tab.
• Click on Get Data > From File > From Folder.
• Then pick the folder you want to export from.