Use note templates to standardize how you document discovery calls, client meetings, and follow-ups. When importing notes into Hubflo, they can only be linked to projects.
To ensure a smooth import process, it’s important to lay the groundwork.
Download and Prepare the Import Template
Open the template and replace the sample data with your own notes information.
👉 Download the import template
Go to Settings → select Imports/Exports from the menu
Click Start import
Drop a CSV, XLSX, or XLS file
Click Next to verify data
Once data is verified, click Submit
Once uploaded, Hubflo will check your file for errors. You can fix the errors directly in Hubflo or go back to your file and reupload.
✅ White rows mean everything looks good.
🚫 Pink rows highlight issues. Click the darkened cells to view error messages.
Note: Re-uploading a corrected file will overwrite the previous import. Check Import History to confirm successful uploads.
💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected]—we’re happy to help!
