Imported Contacts - NotesSOLVE
May 28, 2018 11:19 AM
Hello - I've imported my contacts using an Excel spreadsheet with a column labeled notes. However, the notes appear to not have been uploaded because when I click on the notes field, it says I don't have any notes yet. How do I get the notes into HubSpot?
Solved! Go to Solution.
May 28, 2018 3:42 PM - last edited 3 weeks ago
Q: Imported Contacts - Notes ???
Short A: n/a
You basically have two (2) options when importing 'notes' into HubSpot CRM ...
-1- Create a custom contact property and import your notes into that contact property.
This has serious drawbacks since the contents of contact properties are NOT DISPLAYED IN THE CONTACT TIMELINE, but are squished (a technical term) into the standard display for contact properties in the left panel. (not recommended)
Remember, in order to see notes imported in this fashion you must set that custom contact property to display in your contact records. (see image)
-2- Use a 3rd-party service to import your notes directly into the HubSpot contact timeline. (preferred method)
We've had great success using Import2 which is also now very reasonably priced.
- see [Now Live] 5 Updates to Import You Don’t Want to Miss (1-Aug-2018)
- see [Now Live] Import, Deduplicate, and Search Objects Using Object ID (16-Aug-2018)
- see [HubSpot Connect] - Import2 Wizard Integration (26-Jul-2018)
Dec 16, 2018 12:01 PM - last edited 3 weeks ago
Q: Can we import notes into HubSpot contact records?
Short A: Yes.
Beginning in December, the ability to import notes into HubSpot is now built-in fuctionality.