Importing Notes
D
Darren Pinder
When clients are migrating from another platform, allow import notes via CSV in to Notes
Log In
M
Mark Penney
FYII You can do this.
I just tested, and if you have each note on it's own row in the import file, and match it with the email, phone or ID on each row, it will create new all the imported notes.
So it just requires tweaking your import data format.
You just have the column named Notes and make sure it maps to the contact Notes field.
You cannot change the owner or date as far as I can tell, not even via API. So that is a limitation.
M
Mark Penney
Well this is disappointing... can this be done via API?
K
Kevin McCann
We have clients who want to switch to GHL from HubSpot, but they can't afford to lose all their notes. Definitely a needed feature!
C
Collin Siverts
We have clients who want to switch to GHL from HubSpot, but they can't afford to lose all their notes. Definitely a needed feature!
V
Victor Marques Detone
I need this
K
Kevin Johnson
Absolutely need this, it's a basic, not an optional "nicety". We have thousands of history notes on clients and prospects to whom we continually market, sell and re-sell. Shouldn't be difficult to program this feature. Let's have it soon!
T
Titus Samuel
really needed
R
Remo Kousins
Currently using Capsule CRM, would be great if we could import notes so they get populated as notes, and not as a custom field in GHL. Hope to see this feature soon. Thank you!
R
Rachel Brown
Hope to see this soon 🙏
E
Edward Perry
The ability to import notes with opportunities via CSV upload would make the migration from B2B CRMs much easier.
Load More
→