We are currently importing accounts in bulk using the Excel Data Import, and would like to add one or more tags to the accounts imported.
- Is it possible to assign a tag directly to an eccount during the Excel data import process?
- If yes, which object should be used to map the tag?
- If not, is there another way to mass update tags for accounts that are not identified by criterias / filters in Creatio, but an Excel list to be imported?
Thanks in advance.
Anette
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1 comments
10:38 Jun 10, 2026
Hello,
Your business requirement can be achieved in two steps:
1) Create a text field in the object where you plan to import the tag.
This field will define which tag should be assigned to the imported record. During the Excel import, map this field to the corresponding column in your file.
2) Create a business process that is triggered when a record is added or when the “Tag” field is changed.
The business process should:
- Check whether the specified tag already exists.
- If the tag does not exist, create it.
- If it does exist, link the record to the existing tag.
This approach ensures that tags are automatically created (if needed) and properly assigned during the import process.
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