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File formats for importing contact and portfolio memos

Your import files should be text files (file format .txt), and the files have to be named after the contact or portfolio ID. If you are importing contact memos, the file name should be in the form contactID.txt, and if you are importing portfolio memos, the file name should be in the form portfolioID.csv. The customer or portfolio the memos are updated to are identified with the contact or portfolio ID in the file name.

You can import the contact and portfolio memo files to the system either one by one, or by compressing them into a zip package. This allows you to import multiple memos to the system simultaneously - one zip package can contain only either contact or portfolio memos, and they are imported from a different window with separate packages.