Short answer: Yes!
There are two ways you can import/update tags with CSV Importer Pro:
-
You can tag contacts & companies as you import them
-
You can ‘bulk tag’ contacts via ID’s/email’s later.
To add tags as you import contacts/companies, simply include a column for them (contact tags
/company tags
) in your CSV, then select “Tags” or “Company Tags” from the mapping drop down list.
Note on Tags format:
Tags are expected in pipe-delinated lists, that is:
first tag|second tag|third tag
The Contact Tags will appear in the Contact Edit screen:
And the Company Tags will appear in the Companies->Tags screen:
And associated with a company, if the tags are associated with a Contact with a Company Name entered in the CSV.