Tips, Tricks & Best Practices

SHinojosa3
Contributor

Formatting Notes Prior to Import

SOLVE

Hi everyone, 

 

I was wondering what processes other companies use to format their notes prior to importing into HubSpot.

 

Currently, we format notes after they are imported into HS. (Bold, Underline, Bullet Points)

 

What ways do you bulk format your notes before importing into HS?

 

1 Accepted solution
BérangèreL
Solution
Community Manager
Community Manager

Formatting Notes Prior to Import

SOLVE

Hi @SHinojosa3,

Thank you for reaching out to the Community!

First, I'd like to share these resources that might help you:

- The solution from @rayfirnbach on this post "Importing notes with multiple lines"
Set up your import files
Import records and activities

I also wanted to invite a couple of subject matter experts to this conversation @danmoyle, @Jonno_Price and @ChrisoKlepke, do you have any tips to help @SHinojosa3, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a great day!

Best,
Bérangère


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3 Replies 3
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Formatting Notes Prior to Import

SOLVE

Thankfully @BérangèreL got your back, @SHinojosa3 😊 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
BérangèreL
Solution
Community Manager
Community Manager

Formatting Notes Prior to Import

SOLVE

Hi @SHinojosa3,

Thank you for reaching out to the Community!

First, I'd like to share these resources that might help you:

- The solution from @rayfirnbach on this post "Importing notes with multiple lines"
Set up your import files
Import records and activities

I also wanted to invite a couple of subject matter experts to this conversation @danmoyle, @Jonno_Price and @ChrisoKlepke, do you have any tips to help @SHinojosa3, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a great day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


SHinojosa3
Contributor

Formatting Notes Prior to Import

SOLVE

Thank you. This was exactly what I needed. Using HTML commands did the trick!