WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEI need help, I have a thousands of contacts to upload in hubspot CRM and not sure which and how to do it, there are Notes added to every contacts..
And once this is uploaded I want to update the contacts to them, but currently when you update a propery the current data is loosing as I want to keep my data for every call/notes that I have..
Please note that my file has already notes on every contacts and it will take forever to add the notes on every contacts if I will do it manually.
So I need help on how to do it, as the chat support for hubspot is not HELPFUL!
I want to update this notes without losing the current data.
right now when I update this column it will removed the current data I have in the CRM of hubspot.
1 Accepted solution
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEHi @RTV,
I don't think it's a question necessarily of formatting your Excel spreadsheet (see Import guidance here), but more one of ensuring your notes are imported into a Multi-Line Text property (see Property guidance here).
Per my previous, I think the most straightforward process once you've brought historic data into HubSpot would be to use the system as it's designed to be used. In other words, log individual calls as individual calls on the date/time they're made.
If you're adamant that you want to continue editing a single text box with call details, importing as a multi-line text property should work, I believe.
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEHi @RTV,
The HubSpot support team are fantastic, but they do offer superior support to paid customers which, I guess,is understandable.
Fortunately for you, you have the HubSpot Community at your disposal!
There are some great posts about how to format import files so that you can pre-populate notes into HubSpot. What it looks like you've done is import into a field that may not be in the correct format. You'll want the Notes to be an editable text field, where it looks like that's maybe not the case.
Give these instructions a try - https://community.hubspot.com/t5/CRM/Importing-tasks-and-notes/m-p/406073/highlight/true#M124794
Let me know how you get on.
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEHi @AdamLPW , Unfortunately that doesn't work for me.
I have this files that I want to import and have multiple notes into some contacts that I have in the file.
There are thousands of contact that I have here, and I might be adding more contacts once the current contacts that I have is uploaded to hubspot, but someone or me will update these notoes regularly, either i will add data to the notes of this contact or remove them.
Right now hubspot doesn't allow to edit the propery without losing the current data of it.
Pelase advice?
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEMy understanding was that multi-line text properties can be edited once imported, but perhaps not!
Interesting use case. I'd suggest that adding new notes for each correspondence with a contact would be better practice than editing one existing note. This would also work well with HubSpot, without having to work around the system.
So you import your existing correspondence as a read-only note, which you pin at the top of a contact record.
Then future correspondence is entered as individual touch points in HubSpot. For example: "LM, will c/b, CB SPOKE" would be 3 "Call" entries on a Contact record (and possibly a Company and/or Deal) in HubSpot. These would have separate dates and times and notes. This allows you to see, at a glance, when you last reached out to the contact.
Perhaps give that a go?
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEWANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEHi @RTV,
I don't think it's a question necessarily of formatting your Excel spreadsheet (see Import guidance here), but more one of ensuring your notes are imported into a Multi-Line Text property (see Property guidance here).
Per my previous, I think the most straightforward process once you've brought historic data into HubSpot would be to use the system as it's designed to be used. In other words, log individual calls as individual calls on the date/time they're made.
If you're adamant that you want to continue editing a single text box with call details, importing as a multi-line text property should work, I believe.
WANT TO KNOW HOW I CAN UPLOAD CONTACTS AND UPDATE MY NOTES
SOLVEHi @AdamLPW
I have checked and tried your suggestion and its really complicated, this is still not the one that we are looking for.
We only want these steps to be done on Hubspot.
1.) Import 1000 contacts - that have notes on cell column.
2.) once imported we are able to edit this notes on every contacts that's all we wanted.
Could you please show some steps for me if you have another idea? I appreciate your response.
