> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_comments_template.md).

# Comments Template

Excel template to import comments and notes into Bevica Select records during data migration, keeping key context from legacy systems.

Use this template to import comments against **Customers** or **Vendors**.

### Before you start

You need:

* [​Excel Template Data Migration​](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration)
* ​[Configuration Worksheet](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#configuration-worksheet)

Import the parent record first (customer or vendor).

### When to use this template

Export it from **Configuration Worksheet** on the **Customer Comment** or **Vendor Comment** line.

### Step-by-step

{% stepper %}
{% step %}

### Export the template

1. Open **Configuration Worksheet**.
2. Select the relevant comment line.
3. Select **Excel** → **Export to Template**.
   {% endstep %}

{% step %}

### Populate rows

1. Create one row per comment line.
2. Use **Line No.** increments of 1000.
3. Use the right **Comment Type** for the workflow you want.
   {% endstep %}

{% step %}

### Import and apply

1. Select **Excel** → **Import from Template**.
2. Fix any errors in the preview.
3. Select **Apply Data**.
   {% endstep %}

{% step %}

### Verify

1. Open the customer or vendor card.
2. Check the comments appear in the expected place.
   {% endstep %}
   {% endstepper %}

### Field reference (template columns)

The template has the following fields:

<table data-header-hidden="false" data-header-sticky><thead><tr><th width="143">Field Id / Name</th><th width="98">Related Table</th><th width="155">FieldType</th><th>Note</th></tr></thead><tbody><tr><td>1 <code>Table Name</code></td><td></td><td>Option (Mandatory)</td><td>CustomerorVendor</td></tr><tr><td>2 <code>No.</code></td><td></td><td>Code 20 (Mandatory)</td><td>This is the Customer or Vendor No.</td></tr><tr><td>3<code>Line No.</code></td><td></td><td>Integer (Mandatory)</td><td>Increment by 10000, e.g. 10000, 20000, 30000 etc</td></tr><tr><td> 4 <code>Date</code></td><td></td><td>Date</td><td></td></tr><tr><td>5 <code>Comment</code></td><td></td><td>Text 80</td><td></td></tr><tr><td>70500 <code>Comment Type</code></td><td></td><td>Option (Mandatory)</td><td>• Internal<br>• Delivery Instr. (Sales)<br>• Picking Instr. (Sales)<br>• Sales Documents<br>• Gift Note<br>• Internal<br>• Purchase Documents</td></tr></tbody></table>


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