CRM

PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

Image.001.jpeg

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

It very much sounds like this is a bug then, unfortunately. I'd recommend reaching out to support so they can have a look in your portal but that's restricted to paid users of HubSpot only.

 

Other things that you could try:

  • Recreate the import file as a new file, maybe the file is corrupt in some way
  • Have another user try the import
  • Create another free account of HubSpot and check if it works there

 

Sorry that I can't be of more help here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

It very much sounds like this is a bug then, unfortunately. I'd recommend reaching out to support so they can have a look in your portal but that's restricted to paid users of HubSpot only.

 

Other things that you could try:

  • Recreate the import file as a new file, maybe the file is corrupt in some way
  • Have another user try the import
  • Create another free account of HubSpot and check if it works there

 

Sorry that I can't be of more help here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

Dear Karsten, I will try it. 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

The import file looks good – when you search for "Notes" in the dropdown, is there an additional section for the notes object when you scroll further down?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

No Karsten, nothing is there.... 

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

Here is the screen shot of the file which I am importing. 

 

Screenshot 2021-05-12 at 9.28.22 AM.png

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

PVijayaraghav_0-1620791787508.png

Here is the screen shot

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

Could you share a screenshot of the column headers of both import files? (just the first row, no actual data)

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

Yes @karstenkoehler I did the exact steps as you mentioned, however I am only seeing Notes in the dropdown to map the fields. 

0 Upvotes
PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

this happens only when I am doing with respect to companies, when I did the same steps for Contacts, I was able to see the "Note Body"

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

Have you made sure to follow these exact steps during the import process? One file > Multiple objects > Companies + Notes > Upload your files

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE
Yes I did the exact steps
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PVijayaraghav
Participant

Unable to import Notes to Companies

SOLVE

Dear Karsten, thank you for the message. I am unable to see the field Note Body in company property, I was able to do so when I imported in Contacts

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unable to import Notes to Companies

SOLVE

Hi @PVijayaraghav,

 

I can't quite reproduct what you're seeing but I can share what the correct steps for importing notes to company records are.

 

During the import process, select One file > Multiple objects > Companies + Notes > Upload your files and you should arrive at a screen like this:

 

karstenkoehler_0-1620631602070.png

Fictional data

 

Please note, that the Note body HubSpot property has a different icon than the one in your screenshot. It seems like you're trying to import your notes into a company property and not the note object.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.