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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You can create a text field on the Contact that can contain a tag value (or comma-delimited tag values) that can be easily mapped in the Excel import. Then use a process that triggers from that field (on Contact Added or Modified in that field) to create the associated tag or tags where needed. This way it keeps it simple for regular users to include in the import.
Ryan