--- title: Importing Notes into Invelo description: Learn how to import notes from a CSV file and attach them to your records in Invelo. --- [Skip to content](https://helpdesk.inveloapp.com/importing-notes-into-invelo#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en) 3. [Importing & Exporting](https://helpdesk.inveloapp.com/crm?hsLang=en#importing-exporting) # Importing Notes into Invelo ## Learn how to import notes from a CSV file and attach them to your records in Invelo. You can easily import your property or contact notes into Invelo using a CSV file. This allows you to transfer your existing notes from another platform or a spreadsheet into your Invelo account quickly. #### **Important Reminder** Currently, Invelo supports importing **one note column at a time**. If you have multiple note fields (for example, "Note 1," "Note 2," and "Note 3"), you’ll need to upload each note column separately. --- ### **How to Import Notes** 1. **Prepare your CSV file** - Ensure your file includes the records (properties or contacts) you want to update. - Include a single **Notes** column containing the note you want to import. - For **property records**, you’ll need to include at least the **address, city, state, and ZIP code**. - For **contact records**, make sure to include the **first and last name (or company name)** and at least **one contact detail** — such as a phone number, email, or mailing address — so the note can be properly linked to the correct record. 2. **Go to the Import Page** - In your Invelo dashboard, navigate to** → Import Data**. ![](https://helpdesk.inveloapp.com/hs-fs/hubfs/image-png-Oct-21-2025-01-15-23-5155-PM.png?width=600&height=257&name=image-png-Oct-21-2025-01-15-23-5155-PM.png) - Click **Upload CSV**. - Choose the **Import Type** — Properties or Contacts. 3. **Map Your Fields** - After uploading your CSV, you’ll be asked to match your CSV columns to Invelo fields. - Map your **Notes** column to the **Notes** field in Invelo. ![](https://helpdesk.inveloapp.com/hs-fs/hubfs/image-png-Oct-21-2025-01-19-40-4828-PM.png?width=600&height=264&name=image-png-Oct-21-2025-01-19-40-4828-PM.png) 4. **Review and Confirm** - Double-check that your fields are mapped correctly and click **Preview**. - Preview your data up to the first 20 rows with Invelo fields displayed and click **Next** once confirmed. - Assign to Record owner, lists, or tags as needed. 5. **Repeat (if needed)** - If you have additional note columns, repeat the process for each one. - [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started?hsLang=en#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started?hsLang=en#onboarding-white-glove-migration) - [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started?hsLang=en#crm-migration-guides-to-invelo) - [Autopilot](https://helpdesk.inveloapp.com/autopilot?hsLang=en) - [List Builder](https://helpdesk.inveloapp.com/list-builder?hsLang=en#main-content) - [List Builder Location Search](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-location-search) - [List Builder Filters](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-filters) - [List Builder Results](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-results) - [List Builder Overview](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-overview) - [List Builder Next Steps](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-next-steps) - [Inbox](https://helpdesk.inveloapp.com/inbox?hsLang=en) - [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en#main-content) - [Prospects](https://helpdesk.inveloapp.com/crm?hsLang=en#prospects) - [Leads](https://helpdesk.inveloapp.com/crm?hsLang=en#leads) - [Deals](https://helpdesk.inveloapp.com/crm?hsLang=en#deals) - [Contacts](https://helpdesk.inveloapp.com/crm?hsLang=en#contacts) - [Property & Contact Records](https://helpdesk.inveloapp.com/crm?hsLang=en#property-contact-records) - [Importing & Exporting](https://helpdesk.inveloapp.com/crm?hsLang=en#importing-exporting) - [Skip Tracing](https://helpdesk.inveloapp.com/crm?hsLang=en#skip-tracing) - [Calling](https://helpdesk.inveloapp.com/crm?hsLang=en#calling) - [AI Driving for Dollars](https://helpdesk.inveloapp.com/crm?hsLang=en#ai-driving-for-dollars) - [Filters](https://helpdesk.inveloapp.com/crm?hsLang=en#filters) - [Marketing](https://helpdesk.inveloapp.com/marketing?hsLang=en#main-content) - [Campaign Preparation](https://helpdesk.inveloapp.com/marketing?hsLang=en#campaign-preparation) - [Create a Campaign](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-a-campaign) - [Marketing Templates](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-templates) - [Create Campaign: Sequences](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-campaign-sequences) - [Marketing campaign monitoring](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-campaign-monitoring) - [Marketing Used Cases](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-used-cases) - [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#main-content) - [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-crm) - [Actions: Outreach](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-outreach) - [Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#main-content) - [Prospecting Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#prospecting-analytics) - [Marketing Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#marketing-analytics) - [Lead Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#lead-analytics) - [Deal Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#deal-analytics) - [Integrations](https://helpdesk.inveloapp.com/integrations?hsLang=en#main-content) - [smrtPhone](https://helpdesk.inveloapp.com/integrations?hsLang=en#smrtphone) - [SMTP Email Service](https://helpdesk.inveloapp.com/integrations?hsLang=en#smtp-email-service) - [Webhooks](https://helpdesk.inveloapp.com/integrations?hsLang=en#webhooks) - [Mailchimp](https://helpdesk.inveloapp.com/integrations?hsLang=en#mailchimp) - [Constant Contact](https://helpdesk.inveloapp.com/integrations?hsLang=en#constant-contact) - [Gmail](https://helpdesk.inveloapp.com/integrations?hsLang=en#gmail) - [System & Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#main-content) - [Account Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#account-settings) - [Billing & Plan](https://helpdesk.inveloapp.com/system-settings?hsLang=en#billing-plan) - [Users, Roles & Permissions](https://helpdesk.inveloapp.com/system-settings?hsLang=en#users-roles-permissions) - [FAQs](https://helpdesk.inveloapp.com/faqs?hsLang=en#main-content) - [About Invelo](https://helpdesk.inveloapp.com/faqs?hsLang=en#about-invelo) - [List Builder](https://helpdesk.inveloapp.com/faqs?hsLang=en#list-builder) - [Lists](https://helpdesk.inveloapp.com/faqs?hsLang=en#lists) - [Filters](https://helpdesk.inveloapp.com/faqs?hsLang=en#filters) - [Records](https://helpdesk.inveloapp.com/faqs?hsLang=en#records) - [Skip Tracing](https://helpdesk.inveloapp.com/faqs?hsLang=en#skip-tracing) - [Marketing](https://helpdesk.inveloapp.com/faqs?hsLang=en#marketing) - [Account and Access](https://helpdesk.inveloapp.com/faqs?hsLang=en#account-and-access) - [Imports and Exports](https://helpdesk.inveloapp.com/faqs?hsLang=en#imports-and-exports) - [Education](https://helpdesk.inveloapp.com/education?hsLang=en#main-content) - [Masterclasses](https://helpdesk.inveloapp.com/education?hsLang=en#masterclasses) - [Webinars](https://helpdesk.inveloapp.com/education?hsLang=en#webinars) - [Overview](https://helpdesk.inveloapp.com/overview?hsLang=en) [![Chill listening crop-3](https://helpdesk.inveloapp.com/hs-fs/hubfs/invelo_logo-color-4.png?width=93&height=24&name=invelo_logo-color-4.png "Chill listening crop-3")](https://a.inveloapp.com) Your Guide to Smarter, Faster Real Estate Success. Copyright © 2026, Invelo