Go to app.topline.com
1. Click "Contacts"
Navigate to the Contacts section on the left side menu.
2. Click on "Import Contacts"
One way to add tags is by importing contacts from a csv file. To import a csv file, click Import Contacts
3. Click "Upload a file"
Before you upload your file below, make sure your file is ready to be imported. You can click on upload a file or drag or drop a file from your computer. Please note that only .csv files (up to 50MB) are supported.
4. CSV import
During a CSV import, you can add tags by adding a tags column in the CSV and writing tags for each contact in the column. In the same cell, you can insert commas and multiple tags for each contact.
5. Click "Next"
Click Next to proceed to the next step.
6. Review and Match
You will see the mapping View and the Tags section, make sure all the tags are mapped correctly.
7. Exclude Unmatched Columns
In order to proceed, tick the box to exclude unmatched columns.
8. Click "Next"
Click next to proceed to the next page.
9. Confirm Consent
If you tick this box, you confirm that each contact in the import has consented to hear from us.
10. Click "Submit"
By clicking submit, the system will import all the contacts with tags.
11. Check Progress
Click here to view progress. Once complete, this list with tags will appear in your contacts.
12. Click "Advanced"
Additionally, when mapping the CSV import, you can also add tags by clicking the advance options.
13. Add Tags
Tags can be applied to all by typing them out here.
14. Confirm Consent
By ticking the box, this confirms that all contacts in this import have given permission to hear from us.
15. Click "Submit"
Click on this option to submit the data to import all the contacts with tags in the system.
Please Note:
