From notes to custom data fields

Previously you have added some information in a note within an entity. If you want to change these notes to a custom field to enhance you data, you can follow the steps below.

1. Create the custom field and add it to the necessary entities

If you want to find all information regarding the custom fields, we like to refer to the following page on our knowledge base: create custom fields.

Below you can find a step by step guide on how to create a custom field.

For detailed instructions, click 'Start tutorial' below.

2. Export all entities to Excel and make update the sheet

Once you have completed step 1, we can move the information from the notes to the custom field. Below you can find the necessary step.

1. Make an export of all entities. Click 'here' to find out how to make an export of all entities.
2. Open the Excel sheet:
   
   1. Go to the tab legal entities, person or sub-entities where you want to move the notes to the custom fields.
   2. You will see multiple columns. Scroll to the right until you find the columns containing the notes. Each note with the same title is grouped in its own column. Identify the column of the note you want to move and copy its content. Then, identify the corresponding custom field column(s) and paste the copied note content there.
   3. Once all notes are moved to the columns of the custom fields, you can delete the column(s) of the note(s).
3. Save the Excel sheet in Corporify (in the document room of a entity, for example the 'Onboarding entity'). Copy the URL of the location you have saved the Excel sheet.
4. Reach out to support@corporify.com and send us the URL to make import of the adapted Excel sheet.