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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing contact notes and activity history presents unique challenges because flat Excel templates can’t properly represent the complex relationships between contacts and their associated activities, notes, and timestamps.
Here’s how to handle historical contact data more effectively while preserving important relationship structures and timestamps.
Import contact notes and activities using Coefficient
Coefficient’scomprehensive CRM integration handles complex contact data including notes, activities, and historical data that are difficult to represent in flat Excel formats. The system maintains proper relationships between contacts and their associated records.
HubSpotWhen migrating from one CRM to another with 1,000 contacts and 5,000 associated notes/activities,integration through Coefficient ensures proper relationship maintenance that static template headers cannot guarantee.
How to make it work
Step 1. Import existing contacts with notes and activities to understand data structure.
Pull current contacts along with their associated notes and activities to see how your CRM structures these relationships. This reveals the proper formatting for timestamps, activity types, and relationship linking.
Step 2. Structure historical data with proper timestamps and categorization.
Organize notes and activities with creation dates, activity types (calls, emails, meetings, notes), and proper contact associations. Maintain the original timestamp information to preserve historical context.
Step 3. Set up batch processing for large volumes of historical data.
Use Coefficient’s export capabilities to handle large volumes of historical contact data efficiently. Process contacts first, then handle associated notes and activities in separate batches to maintain relationship integrity.
Step 4. Ensure proper association maintenance during import.
Configure exports to maintain the relationship between contacts and their associated activities/notes. This prevents orphaned records that commonly occur with template-based imports.
Step 5. Validate relationship preservation after import.
After importing, verify that notes and activities are properly linked to their associated contacts. Check that timestamps are preserved and activity types are correctly categorized.
Preserve contact history during imports
Start preservingComprehensive historical data handling ensures that important contact context and relationship structures are maintained during CRM migrations or bulk imports.your contact history with proper import techniques.
