importing excel data to "HS Notes"

Smart CRM & Sales Hub CRM
1

Hi, I imported my contacts from a gmail contacts list. I previously used my “Gmail Contacts Notes” to record random information about the contact. (Wife’s name, kids’ names, favorite football team, literally anything). When I imported these contact, I created a new property called “Legacy Notes”.

If possible, I’d like to populate that info into the native “HS notes” property. Once I do that, I will delete or ignore the old “Legacy Notes”.

I tried a quick export and re-import, but I could not see the “HS Notes” property to map the info/data.

Is this possible? Thank you.

2

Hi @KAcer,

When you want to import notes, you have to choose the following steps during the import process: File from computer > One file > Multiple objects > Contacts + Notes

Notes are not a property of a contact (hence not a single object import) but considered an object. You can find a sample Excel file for a notes import here. (It’s for companies and notes but the logic is the same.)

Hope this helps!

3

Sorry it took me so long to respond, but thank you. You nailed the issue and the solution.

Danke!