Tips, Tricks & Best Practices

venturew
Member

Downloading/exporting all notes and attachments on deals

Is there a way to export all notes written or files attached to each deal in your pipeline?  Not on a deal by deal basis but one large export for notes and one export for all file attachments?

0 Upvotes
2 Replies 2
BlumenbeetFred
Participant

Downloading/exporting all notes and attachments on deals

Hey @venturew , 

I don't think that this is possible. This article (https://knowledge.hubspot.com/import-and-export/export-records) sais "Activities on records, such as notes or emails, cannot be exported."

BérangèreL
Community Manager
Community Manager

Downloading/exporting all notes and attachments on deals

Hi @venturew, I hope that you are well!

Thanks for asking the HubSpot Community!

Great article to share, thanks so much for your help @BlumenbeetFred!

I'd like to share also the solution from @karstenkoehler on this post "Export Notes" where you can look at workarounds.

Regarding exporting files in bulk, here is an article "Files tool - Export your content" that might help you!

Have a wonderful day!

Best,
Bérangère


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