When importing contacts via csv how do I add existing tags?

Infusionsoft
#1

I have a CSV file full of contacts with multiple tags I would like to import. The tags already exist within categories.

Here as an example of the format I have entered in the tag field within the CSV (This matches the format found when you export contacts):
[category1] -> [tag1], [category2] -> [tag2], [category3] -> [tag3]

When I run the import, rather than adding the existing tags, brand new duplicate tags are created. for example tag 1 of category 1 is created as a new tag called ‘category1 -> tag1’ sitting within a category called ‘import’.

What am I doing wrong?

#2

If you import the tags without the category associated — just the name of the tag, they should merge with the existing tags.

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#3

That worked! Thank you - I’m trying to be too smart for my own good!

#4

Great!
Glad it helped.

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#5

Hi Jeff

I am facing the exact same problem. However, I am unsure of the solution. When you say just import the name of the tag , how do I do that. Do I have to manually delete the categories from my csv.

My csv has two columns -

  1. tags- there are tags with the categories

  2. tag ids- there are id numbers here.

#6

Don’t worry about categories - just the tag name.

Here is a quick video:
https://www.loom.com/share/290daf7fac094ec2bf78be62dd11c921

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