Hubspot ZOHO import notes issue

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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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Esteemed Contributor | Partner

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

CEO

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Esteemed Contributor | Partner

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

CEO

Auxilio

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Esteemed Contributor | Partner

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!

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
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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

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Esteemed Contributor | Partner

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

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
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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.

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Hi @GDT 

 

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

Louis Chaussé

CEO

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lchausse@auxilio.io
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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?

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Esteemed Contributor | Partner

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

CEO

Auxilio

lchausse@auxilio.io
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New Contributor

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

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Esteemed Contributor | Partner

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

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
twitterlinkedinSchedule a call
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New Contributor

@louischausse looks like it worked!

Thank you so much.

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