topic File upload in 💬 RevOps Discussions

File upload

Aaskarovo — Sun, 23 Jun 2024 06:27:40 GMT

Hello,

I have an excel spreadsheet with contact records that I like to uplooad to HubSpot. There are two text free comments columns in the spreadsheet. I'd like to upload this list and see these comments on the record level.

Is these a way to add these comments to the notes? Or the solution is to create additional text field?

Thank you

Re: File upload

karstenkoehler — Sun, 23 Jun 2024 06:58:50 GMT

Hi @Aaskarovo,

Both is possible. If you map these free texts into contact properties, you would have to make sure they're named in a way that everyone will find them and that they're not accidentally overwritten.

If you import them as notes, the big benefit is that they'll appear on the contact record timeline and you can also pin them to the top of the record, if needed.

If you have two notes per contact record, you can import multiple objects (contacts + notes) in one import process. You can find examples of sample import files here: https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#multiple-objects-with-associations

Let me know if you have any follow-up questions!

Re: File upload

Aaskarovo — Sun, 23 Jun 2024 10:14:13 GMT

Hello @karstenkoehler ,

Thank you for that.

This was very helpful.

Have a great day

Oren