How To Add a Tag to New Contact List Import

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:

CSV Imports are also used to update the tags of existing contacts, if Allow Duplicate contacts is turned off and the Email and Phone of the contacts being imported is the same as the already existing ones.