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?
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.
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.
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.