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Bulk update contact tags from a spreadsheet

Where you have more than a few hundred contacts to apply, use this method to update their tags

Download the contacts to update

First download the contacts to update:

1. Click "CRM"

Zigaflow Dashboard with the CRM menu in the top navigation bar highlighted and its dropdown list of modules open

2. Click "Contacts"

CRM menu open on the Dashboard with Contacts highlighted above Customers, Suppliers and Supplier Contacts

3. Use the filters to narrow your selection

Contacts list with filter panel on the left, highlighting the Date Created filter set to All Time

4. Click the "Export" button

Contacts list with columns including Tags and Last Quotation, with the brown Export button highlighted in the top-right toolbar

5. Click "- Contacts"

Contacts list with the Download to Excel dropdown open and the "- Contacts" option highlighted for exporting contacts

6. Click "Download"

Export dialog showing Download Ready with a green check mark and the green Download button highlighted below the message

Populate the import file

7. Populate the import document. It should have these columns. The file can be downloaded with all the contacts and their existing tags (see later in this article):

Spreadsheet header row with columns Company, Contact First Name, Contact Last Name, Email and Tag1 through Tag10


Populate the tag columns. For example:

Spreadsheet with Company, Contact First Name, Contact Last Name, Email, Tag1 and Tag2 columns, Tag1 filled with Decision Maker

This will add the tag "Decision Maker" to this contact.

8. Save the file

Import the file

Let's import the file:

9. Click on the Cog

Contacts list with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

3. Click "Import Center"

Settings menu with Import Center highlighted in the left sidebar, beside the company details and settings sections

4. Click "Contacts"

Import Center in Settings with the Contacts tab highlighted in the left import type list, below Customers

5. Click "Import Contacts Tags"

Import Center with Contacts selected in the left menu and the Import Contacts Tags tab highlighted at the top

6. To download the existing contracts with their tags, click "Download Contact Tag List". This is recommended only if you have less than 1000 contacts

Import Center Import Contacts Tags tab with the Download Contact Tag List button highlighted under Step 1

7. Download the file

Export dialog in Import Center showing Download Ready with the green Download button highlighted for the contact tags file

8. When your import file is ready, click "Drag & Drop Here..."

Import Contact Tags page in Import Center with the Select Files or Drag & Drop Here button highlighted for uploading the file

9. Click "Upload"

Contacts tag import page with Tag Import.xlsx selected and the Upload button highlighted next to Clear

10. The import is completed

Import Complete dialog on Import Contact Tags showing 0 created, 1 updated, with the close X button highlighted

11. Click "×"

Import Complete dialog on Import Contact Tags showing "0 created, 1 updated," with the close × button highlighted
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