Greetings to our blog readers! In this post, we will be providing clear and concise instructions on how to import notes into Hubspot. For those who may not be familiar with it, Hubspot is a widely-used software for marketing, sales, and service that enables businesses to thrive without any limitations. Let’s get started!
Step 1: Prepare Your CSV File
Before we start the import process, make sure your notes are neatly organized in a CSV (Comma Separated Values) file. Each note should have its own row, and the file should include columns for all required fields, including Note Body and Contact Email.
Step 2: Navigate to the Import Page
Once your CSV file is ready, go to your Hubspot dashboard. From there, navigate to Your Account Name > Import.
Step 3: Initiate the Import Process
On the Import page, click the Start an import button. Then, select File from computer, and then Next.
Step 4: Select the File Type
Next, you’ll be asked to select the type of file you’re importing. In this case, we’re importing a CSV file containing notes. So, select One object and then Notes, followed by Next.
Step 5: Upload your CSV File
Now, it’s time to upload your CSV file. Click on Choose a file, and select the CSV file you prepared in Step 1.
Step 6: Map your CSV columns
After uploading your CSV file, you need to map your CSV columns to the correct fields in Hubspot. For instance, the Note Body from your CSV file should map to the Note Body field in Hubspot. Click Next, once you’ve mapped all columns.
Step 7: Finalize the Import
Finally, review your import and click the Finish import button. Hubspot will then start importing your notes, and you’ll be notified once the process is complete.
Conclusion
And that’s it! You’ve just learned how to import notes into Hubspot. Now you can quickly and easily bring all of your important notes into your Hubspot account, ensuring that all your information is conveniently located in one place. Enjoy your newfound organization!
