Exporting Notes

[Spfeffer]

Is there a way to export notes/tasks, etc. from Hubspot? I know you can export the column of properties, but can I also extract the notes? Thank you! 

Stacie

[Roselen]

Although this thread may be dated, if anyone comes across the same question, I have a helpful workaround to share. You can create a custom report that includes the following:

• Object's unique identifier (eg email address of contacts or company domain name of companies)
• Note body
• Activity created by
• Activity date
• Plus other properties you need

You can add filters to make sure your report shows relevant records only. Eg: include only those that have note body and email address. Once you are satisfied with your report, proceed to export it.

We have a more detailed process here if anyone's interested. Just ignore the part about importing to HubSpot: https://www.xenkb.com/how-to-export-notes-from-one-hubspot-portal-and-import-on-another

[EKwong2]

is custom report a paid feature?

[Roselen]

Yes, it is available on Pro or Enterprise Hubs only per this HubSpot KB: https://knowledge.hubspot.com/reports/create-custom-reports

[JMcMahon2]

In case anyone else has this issue down the line... I was able to extract notes by using Ultimate Data Export.

Your notes/meetings/tasks will be in the engagement files.

[66]

Can I export notes with the contact records

[markkofman]

Yes, that would work with Import2 Wizard and here is a short video explaining how it works - https://www.youtube.com/watch?v=KiBf0si00DU

[MFrankJohnson]

Q: Exporting Notes

Short A: Not via 'export'.

Longer A: If anyone can do it via the API the guys at Import2 can. And, they'll give you a head's up on any gotcha's BEFORE starting your export/migration.

That being said, clients with fewer than a few thousand contacts typically opt for the workaround -- keep a free version of HubSpot CRM running and link to specific contact records from your new system, so you can still tie old notes to contacts.

[markkofman]

One of the import2 guys here 🙂

We have recently launched https://wizard.import2.com that allows you to export contacts, companies, deals, emails, tasks, meetings, calls, etc

You can use it for free for files with less than 1,000 rows