How to add Notes & Attachments to a big set of Lead records

After having imported a large set of tradeshow Leads, I find myself faced with the task of then separately needing to import handwritten notes onto many of the Lead records. These notes were written down by our booth staff as they talked to customers on the tradeshow floor. I like to add Notes like this to the "Notes and Attachments" section of the Lead record.

When you first import a csv of Leads, there's no way to just import the Notes onto the Notes section of the Lead record when you are importing using a salesforce import wizard. So follow these steps to get this accomplished (special thanks to jeff.lopezstuit on the salesforce community boards for helping out with this answer).

Step by step:

1- Export your list of Leads including LeadID, Name and email address. Type in your handwritten notes onto a new column called "Notes"
2- Open a new, blank Excel page. Using the Excel Connector, click on Sforce Table Query Wizard and login. Under "Select a table to query", choose "Note"
3- Choose "NoteID", "ParentID", "Body", and "Title" as fields to include.
4- Close the query window and save this as Notes.csv.
5- On the csv you exported a moment ago, copy the LeadID column values onto the column of the new Notes.csv file that is called "ParentID".
6- Copy the column that contains the handwritten notes and paste it onto the Notes.csv column called "Body"
7- On Notes.csv, in the "Title" column, type in a phrase like "Handwritten tradeshow notes" and copy/paste that onto each record in the column.
8- On Notes.csv, in the "Note ID" column, type in the word "New" and copy/paste that onto each record in the column.
9- On Notes.csv, highlight all the cells that have data in them
10- Click "sForce Connector" and select "Insert Selected Rows"
Your new Notes.csv file should look like this right before you import it:













After importing, your new Notes should now be visible on their proper Lead records