The steps to import Notes using Import2 Wizard are pretty easy:
- Upload your CSV file, select “Notes” as the type of data to import.
- Map the fields you want on the note itself (i.e. body/description of the note, timestamp) and the links to the records you want to associate the note to (i.e. ticket, contact, company etc).
Here is the video overview on how to import Notes into Hubspot and associate them to existing records so it would appear on the records timeline: