Importing and Exporting Notes

SmarterMail allows users to create multiple different folders for various types of Notes. Users can create a folder for personal notes, for business notes, for notes about a particular topic and more. That said, there may be times when users want to import notes to a folder, or even export notes to be used in other applications, etc.

Importing/Exporting Notes

To initiate the importing or exporting of notes, click the Actions (⋮) after clicking on a Notes folder. From the dropdown, you'll see the following:

• Import - Allows you to import notes from an external file.
• Export to CSV - Exports all of your notes in a "comma separated values" format for importing into another application or even another SmarterMail account. NOTE: SmarterMail exports Notes in their original HTML formatting. Therefore, opening or otherwise editing the exported file in another application may prevent you from being able to use that CSV in another application. Therefore, it's recommended that you NOT open exported notes in Excel or even a text editor -- they should simply be exported then imported into another application.

Importing Notes to SmarterMail

SmarterMail supports importing notes from a comma-separated text files (.csv). Follow these steps to import notes:

1. First, go to your Notes.
2. Select a specific folder for the imported Notes. If need be, create a new folder for the imported notes.
3. Select Import from the Actions (⋮) dropdown menu.
4. The Import Notes modal will load. Here, you can select which Notes folder to import your new notes to, such as the default Notes folder or any new folders you've created.
5. Next, you can either drag-and-drop a CSV file into the "add files" area, or you can click on the "add files" box to open a desktop window so you can select the file you want to import.
6. Once you've added the file(s), click the Import button.
7. The file will process, then you're presented with a Field mapping modal. Here, you'll map the Uploaded Field -- the fields found in the CSV -- to a corresponding Notes field. Whenever possible, SmarterMail will automatically map fields it recognizes, especially when importing SmarterMail Notes.
8. Once all fields are mapped, the process is complete.

Exporting Notes from SmarterMail

Just as you can import notes from a CSV file, you can also export your own notes as a CSV file. These files can then be imported into other applications that accept these file types, or into another SmarterMail account. To export notes to a CSV file:

1. First, go to your Notes.
2. Select Export to CSV from the Actions (⋮) dropdown menu.
3. A standard Save window will appear that allows you to rename the file, choose where you want the file saved, etc.
4. Click the Save button and you're done.

As mentioned, SmarterMail exports Notes with all of their original HTML formatting. Therefore, opening or otherwise editing the exported file in another application may prevent you from being able to use that CSV in another application. Therefore, it's recommended that you NOT open exported notes in Excel or even a text editor -- they should simply be exported then imported into another application.