CRM

GDT
Participant

Hubspot ZOHO import notes issue

Résolue

I am migrating from Zoho to Hubspot.  

I have successfully imported both contacts and accounts via CSV upload.

Howeve, I am having issues importing 'notes' previously associated to each contact in ZOHO.  Issue is, the ZOHO extrat only includes a 'contact' account number (ie ZH_234323) and does not include contact name or email address (asked for my Hubspot import tool) for each note.  I did include the contact account number when importing contacts.  Can someone please advise me as to how I can imort contact's 'notes' using the contact account number to match up elements.

 

Thank you.

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louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

Did you try to import both files at the same time with this method:

 

https://knowledge.hubspot.com/contacts/import-objects#import-two-files-for-association

 

?

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

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Voir la solution dans l'envoi d'origine

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louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

This is normal. Contact ID is a contact property not a Note property.

 

Select "Don't import column" and you should be good to go

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link

Voir la solution dans l'envoi d'origine

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louischausse
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

Hi @GDT 

 

Congratulations on moving to HubSpot. I'm sure you will enjoy it!

 

With your Zoho contacts export file, you should have a column with the Zoho ID for each contact.

 

You can create an import file using that file and your notes export file. It takes a bit of work within Excel but having a matching field in both files; you should be able to figure something out.

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

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GDT
Participant

Hubspot ZOHO import notes issue

Résolue

Hi @louischausse 

Thanks so much for the feedback!

I actually do have the Zoho ID for each contact in the notes excel file.  However, Hubspot isn't letting me use this element to make a match.  How do I designate the Zoho ID as the unique identifier?

 

Here's what I see on the Hubspot import tool:

 

Screen Shot 2020-01-17 at 2.04.11 PM.png

0 Votes
louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

Did you try to import both files at the same time with this method:

 

https://knowledge.hubspot.com/contacts/import-objects#import-two-files-for-association

 

?

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
0 Votes
GDT
Participant

Hubspot ZOHO import notes issue

Résolue

Hi @louischausse I used that method of imort for the first two .csv files I imported - Contacts and Accounts.  I used the Zoho generated number to link of the two files... and it worked perfectly.  Now, I'm attempting to import a 3rd file 'notes' and hubspot is not allowing me to use the 'contacts' zoho number to marry up the two files.

0 Votes
louischausse
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

Hi @GDT 

 

Are you importing the 3rd file alone or with at least another file like you did in the first import?

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GDT
Participant

Hubspot ZOHO import notes issue

Résolue

Hi @louischausse 

 

Thanks again for getting to me.  It really is very appreciated.

 

To answer your question, this 3rd file is being imorted alone as there were only 3 files to import.  The first two (accounts and contacts) were imported using the method mentioned in your previous response. Should I consider reimporting the contacts with the associated notes?  Or would this created duplicate contacts?

0 Votes
louischausse
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

Yes, that's exactly what I would try. HubSpot will not create a new contact if it recognizes the same email address. (More about this here) https://community.hubspot.com/t5/CRM/Export-then-re-import-to-bulk-edit/m-p/177685/highlight/true#M1...).

 

So, it is important you import a contact file with an "email address column".

 

Finally, you would have to select the Zoho id as a common column header

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
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0 Votes
GDT
Participant

Hubspot ZOHO import notes issue

Résolue

Okay.

 

Tried that.

When I get to the 'notes' section, it doesn't let me tag the Contact ID.  I was able to tag contact ID on contact import page. 

please see image.

 

Screen Shot 2020-01-22 at 12.12.15 PM.png

0 Votes
louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Hubspot ZOHO import notes issue

Résolue

This is normal. Contact ID is a contact property not a Note property.

 

Select "Don't import column" and you should be good to go

 

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
GDT
Participant

Hubspot ZOHO import notes issue

Résolue

@louischausse looks like it worked!

Thank you so much.

0 Votes