Add notes during CSV contact upload?

SOLVE
nikkiv
Top Contributor

Is there a way to add contact specific notes when importing contacts during a csv upload? 

2 Accepted solutions

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @nikkiv

 

Ah, no, that will add it to a contact property. It is not currently possible to import notes into the feed. That requires an API import or third party service.

 

We work with Data2CRM for this purpose.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
MFrankJohnson
Solution
Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Can we import notes into HubSpot contact records?

 

Short A: Yes.

 

Longer A:

Beginning in December, the ability to import notes into HubSpot is now built-in fuctionality.

- see Everything You Need to Know About the New HubSpot Import

14-Dec-2018: HubSpot Import Notes14-Dec-2018: HubSpot Import Notes 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

10 Replies 10
Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @nikkiv

 

As long as you have a column in your import CSV that aligns with a mulit-line text property in HubSpot you should be able to import notes along with contacts into the CRM.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
nikkiv
Top Contributor

If I add that column then it will add the note to the feed? I don't want it to be on the contact properties. 

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @nikkiv

 

Ah, no, that will add it to a contact property. It is not currently possible to import notes into the feed. That requires an API import or third party service.

 

We work with Data2CRM for this purpose.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
tony2
Member

it use to let me just add note with out go to a different screen to add notes now i have to use a different screen that requires a highlited save button. how do i get it to highlight??

0 Upvotes
Irene
Member

Hi @nikkiv!

As was mentioned above, you may take a look at service Data2CRM, here is where you may try a free demo import to check up the CRM import in action.

Also, Data2CRM has an option of customized data import, so probably it will help.

 

Thanks!

in case you would have some questions, please mail me directly

PaulDHauck
Participant

I did not find a way to import notes into HubSpot CRM, but Import2 has a tool in Beta that they used on my data and it worked perfectly. 81,000 notes and there were about 3 skips, all of which were email addresses (the match field for upload) that had changed. You can't change the note title, but the body and dates came through seamlessly and there was no problem with API call limits, which has been a problem elsewhere. Definitely worth a go, unless HubSpot is going to change this glaring hole!

TashaDalB
Contributor

I agree, this would be a great feature to be able to import notes on a contact or company directly into the notes on the timeline - without having to integrate anything OR create custom contact/company property... 

 

#voteitup

JanaBand
Participant

Thank you for the feedback @PaulDHauck.

It is not currently possible to import notes into the feed using Hubspot native CSV import. However, you can do it using a third party solution - Import2 Wizard

 

The steps to import notes using Import2 Wizard are pretty easy:

 

  1. Upload your CSV file, select “notes” as the type of data to import
  2. Map the fields you want on the note itself (i.e. body/description of the note, timestamp) and the links to the records you want to associate the note to (i.e. contact, company, deal). You can use contact email to find if there is an existing contact in HubSpot to link it to (you don't have to use email, you can use any field on the contact, even custom ones). Here is documentation on how to do mappings in Hubspot.

notes.gif

MFrankJohnson
Solution
Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Can we import notes into HubSpot contact records?

 

Short A: Yes.

 

Longer A:

Beginning in December, the ability to import notes into HubSpot is now built-in fuctionality.

- see Everything You Need to Know About the New HubSpot Import

14-Dec-2018: HubSpot Import Notes14-Dec-2018: HubSpot Import Notes 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

MelJebril
Member

My screen does not show notes only contacts, compaies or deals.

0 Upvotes