Import company notes with company id (not domain)

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CLeining
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I spent the last 3 days cleansing my ACT! company notes preparing them for import into Hubspot only to find out that it seems the link between company and notes is the company domain - not company id.

 

We have many companies that we record as seperate entities (i.e. Company A - Chicago, Company A - Los Angelas) but which obviously would share the same domain so for those companies we don't record a domain name.

 

Is there any way at all of importing notes by the unique company id instead of company domain?

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Accepted Solutions
ajchapman20
Solution
Top Contributor | Gold Partner

The import should allow for the association by ID.

 

Sometimes this can be a bit difficult though. To use it, you may have to import your customers (Companies), then export to see the ID, then import again with a created field we named Customer Number. 

Alex Chapman | Inbound marketing Expert

View solution in original post

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1 Reply 1
ajchapman20
Solution
Top Contributor | Gold Partner

The import should allow for the association by ID.

 

Sometimes this can be a bit difficult though. To use it, you may have to import your customers (Companies), then export to see the ID, then import again with a created field we named Customer Number. 

Alex Chapman | Inbound marketing Expert

View solution in original post

0 Upvotes