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Ability to Import Multiple Tags from a CSV file Import#166

I, like hopefully many new/existing client, use a CRM where you store all of your contacts, leads, etc. If you’re using a CRM that uses tags, such as AgileCRM, ActiveCampaign, Platformly, or othes, then you likely already have many or most of your contacts tagged with various tags

Tags are the BEST and easiest way to categorize and filter contacts, and I LOVE that automizy has tags too. the PROBLEM is that you can’t import your tags from a CSV file (tags are usually in one column in Excel/CSV, as a list of tags separated by commas).

I was unhappily suprised that I was NOT able to import my tags from my CSV file generated from AgileCRm into Automizy to import my tags… which is weird, as tags play such an important role in automation.

So this is my request: Include/offer the Ability to Import Multiple Tags for contacts from a CSV file of contacts while doing a manual import of contacts into Automizy.

NOTE: I did find a workaround for now, I can use Zapier to create and import the tags correctly from AgileCRM into Automizy… yet, I don’t think it makes senes to add EVERY single contact manually through Zapier (where I’d have to use “tag contact on Agile” as a trigger, to then do the action of “create/update contact on Automizy”

Thanks!

Jaime Nacach
www.virtuallatinos.com

10 months ago
Changed the status to
Ideas
10 months ago

Thanks for adding this :-)

10 months ago
Merged Import tags from CSV#183
9 months ago
Changed the status to
Backlog
9 months ago