Import Dynamics Annotations to Hubspot Notes

votes

Neil Bourne posted this 3 weeks ago

posted 3 weeks ago

I have successfully imported Accounts and Contacts from Microsoft Dynamics to Hubspot using Skyvia.

I am struggling to pull across my annotations.

Hubspot's import CSV facility does not support note importation and Hubspot documentation offers some instructions on API coding to achieve this.

Is this something that Skyvia is going to add to the features of its Hubspot connector or is there a simpler way of achieving this

Regards

Neil

hubspot

1 Comments

votes

Mariia Zaharova posted this 2 weeks ago

edited 2 weeks ago

posted 2 weeks ago

Admin Online

There is an Engagements object in HubSpot:

Skyvia supports importing data to Engagements. You can try the following steps:

create new Import package with these connections https://skyvia.com/resources/docs/index.html?import_package.htm
click + Add task: https://skyvia.com/resources/docs/index.html?how_to_create_import_task.htm
select Annotation object as source (Dynamics CRM);
select Engagements object as target (HubSpot);
set mapping for Type, Metadata_Body, Metadata_Subjects and other fields; for Type please use Constant = Note:

Is that what you are looking for?