Formatting Notes Prior to Import

SHinojosa3 · ‎Sep 7, 2023

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?

BérangèreL · ‎Sep 8, 2023

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

Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

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

Lösung in ursprünglichem Beitrag anzeigen

danmoyle · ‎Sep 12, 2023

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

dan@impulsecreative.com

https://impulsecreative.com/

BérangèreL · ‎Sep 8, 2023

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

Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

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

SHinojosa3 · ‎Sep 8, 2023

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

Tips, Tricks & Best Practices