Add notes during CSV contact upload....seeking adviceSOLVE
Jan 10, 2019 11:47 AM
With my initial Excel import of about 800 contacts, I have a notes field with info that I want to bring into HubSpot.
What’s the best way to preserve these notes? Should I create a custom field in properties? Would I then be able to map my Excel notes to this field when importing?
I would only be using this once, to preserve the history, but then I’d rely on the regular notes feed based on my activity.
Thanks for the assistance as this new guy sets things up.
Solved! Go to Solution.
Jan 10, 2019 12:45 PM - edited Dec 25, 2019 8:58 AM
Jan 11, 2019 11:06 AM
You are correct @KirkB. Late last year HubSpot updated their import feature to allow 'Associated Objects'. We no longer need a temporary 'notes' property to house our historical notes.
Hope that helps.