hello everyone
i tried several times to export contacts with the notes on it
is there away to export it ?
Hi @Muhammed-Elamir,
Not directly, unfortunately, no. You either have to go through the Engagements API or create a custom report. (Reports can be exported.)
For a report, navigate to Menu > Reports > Reports > Create report > Custom report builder, then select activities as primary data source and contacts as additional data source. You can then create a report with a table view, filtering by activity type (note), adding columns you want to have in the import file and then export the report.
Lastly, I haven’t tested this myself but other users have mentioned import2 data migration.
There is also a thread on this topic in the HubSpot Ideas section of the community. I’d recommend upvoting this thread and leaving a comment with your use case.
Let me know if you have any follow-up questions!
Hi @Muhammed-Elamir,
HubSpot has silently introduced options that allow for exporting notes more easily:
- Navigate to the contact index page (Menu > Contacts > Contacts) or any other object’s index page
- Click Edit columns
- Find the Contacts → Notes column
- Confirm, then Export your view
In the export file, you should find a column containing notes, separated by semicolon if there are multiple ones. Individual notes seem to be capped at 500 characters.
Best regards!
@karstenkoehler that’s a very good tip.Thank u, u r the best