With launch partners live, every new shift note and progress report is authored inside NoteGate's compliant note-taking workflow from the first keystroke and lands in your CRM compliant. This page covers historical notes already in your CRM that you want to bring into NoteGate's audit and validation history.
Download the per-CRM CSV template for your platform, export your notes into the required columns, and upload via the admin dashboard. Templates are available below for Lumary, VisualCare, ShiftCare, FlowLogic, and a generic format. Available today.
The API bulk import endpoint (POST /v1/notes/bulk) is planned for Q2 2026. Until then, CSV import is the recommended path for large historical archives.
For large historical archives, complex custom fields, or high-volume imports that exceed CSV tooling, NoteGate offers a fixed-fee assisted migration engagement. Scoped after a 30-minute technical discovery call. Email api@notegate.com.au.
Each template contains the canonical column headers NoteGate expects, with two example rows to illustrate the expected format. Columns marked required must be populated. Optional columns can be left blank.
Maps Lumary Case Notes report export columns including Salesforce __c custom fields to NoteGate canonical schema.
Maps VisualCare client note export columns including appointment_date, carer_id, and care_note_text fields.
Maps ShiftCare Event Details Report CSV export columns including carer_id, client_name, and note_content fields.
Maps FlowLogic progress note export columns including POWS terminology (pows_id, support_worker_id, progress_note).
Use for any CRM not listed above. Maps directly to NoteGate's canonical schema. Required columns listed in the header row.
POST /v1/notes/bulk) is planned for Q2 2026. For large imports before then, use CSV or contact us for vendor-assisted migration.
Your CRM remains the system of record for all of the above. NoteGate is the compliance authoring layer. The migration here brings historical notes into NoteGate's audit trail only.
For providers with large historical archives (thousands of notes), complex custom fields, or data that does not fit the standard CSV templates, NoteGate offers a fixed-fee vendor-assisted migration engagement.
The engagement is scoped after a 30-minute technical discovery call. We will confirm the data scope, the field mapping approach, and the import timeline before any work begins.
Request a migration discovery call →