Add notes during CSV contact upload....seeking advice
SOLVE
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.
Add notes during CSV contact upload....seeking advice
SOLVE
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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Add notes during CSV contact upload....seeking advice
SOLVE
Hi,
I have a notes column in my Excel spreadsheet; each row (contact) it's own notes in there with word-wrap. Probably 40% of my 800+ rows have some form of notes.
I created a propery in Contacts called "Notes-Pre HubSpot".
The intent is to simply bring along historical notes so I don't lose them.
Add notes during CSV contact upload....seeking advice
SOLVE
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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Add notes during CSV contact upload....seeking advice
SOLVE
Frank,
I am actually reviewing you video now. What I don't understand is that you import the second spreadsheet called notes. I have only 1 spreadsheet that has in each row all the contact information including company name AND the notes.
How should I create the second spreadsheet with the notes? And how will the system know how to match the notes in the second spreadsheet to the contacts in the first spreadsheet?
Add notes during CSV contact upload....seeking advice
SOLVE
Sorry @KirkB. It's not you. It's me! haha Got interrupted while doing that video and forgot to add this xplainer image. (head shaking)
Have a great weekend.
-ps
Maybe just import a note for one contact to see how it works before you ramp up to all 800. There's no 'undo' command, so ... wanna get it right the 1st time.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.