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SandraEvH
Participant

First import - associating notes ONLY with contact

SOLVE

I am doing my first import from csv-file. I am importing multiple object types: contacts, companies and notes. So far so good, but after some testing I realise that the imported notes are automatically associated both with the imported contacts and the imported companies. My question is: is there any way to import so that the notes are ONLY associated with the contacts, NOT with the companies?

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1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

First import - associating notes ONLY with contact

SOLVE

Hey @SandraEvH,

 

So for this, you would need to import Contacts and Companies, then reimport with just Contacts and Notes with matching on either the ContactID or Email of the contact.  

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert

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3 Replies 3
Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

First import - associating notes ONLY with contact

SOLVE

Hey @amoreno,

 

Your import should look something like:

 

Image 2020-10-05 at 12.04.09 PM.png

Chris Bryant | Your Dedicated HubSpot Expert
amoreno
Participant

First import - associating notes ONLY with contact

SOLVE

Chris,

 

Im importing a -csv file with Contact Ids and Notes (Notes having two columns one for Activity Date and another for Note Body) but still Husbspot is not providing a matching property to select from for the Notes. 

 

Import Screenshot

0 Upvotes
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

First import - associating notes ONLY with contact

SOLVE

Hey @SandraEvH,

 

So for this, you would need to import Contacts and Companies, then reimport with just Contacts and Notes with matching on either the ContactID or Email of the contact.  

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert