Hello Team,
We are currently importing Contacts in bulk using the Excel Data Import functionality in Creatio. The import process works correctly when using the Contact object.
However, we have a requirement to automatically assign a specific tag to every Contact that is imported.
Could you please confirm the following:
- Is it possible to assign a tag directly during the Excel data import process?
- If yes, which object should be used to map the tag?
- If not, what is the recommended best practice to automatically tag imported Contacts?
Please note that this task is performed by business users (not system administrators), so we are looking for a solution that does not require advanced system-level configuration.
We would appreciate your guidance on the correct approach.
Thank you for your support.
Nikita Pareek
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