add tags to contacts via excel import

Hello Luis,

Yes, you can import the tags into Creatio. For this, you need to consider rthat there are 3 separate tables in which records have to be imported into. Let's consider the Contact section as an example:

1. Contact - a table with contacts.

2. ContactTag - table where all contact tags are stored;

3. ContactInTag - table where information about connection of contact and tag is stored.

In order to import tags, please follow these steps:

1. Import the needed contacts into contacts object. 

2. Create needed tags in ContactTag table (just add the needed tags in your system), please make sure that following fields are filled-in there: CreatedById, TypeId, Name

3. Prepare the file with TagID and EntityID columns (TagID is the id of record from ContactTag table and EntityID is the ID of Contact record). 

4. Import this file into "Contacts section record tag" object. 

Thank you for contacting the Creatio technical support team. Have a great one!

Hi Alina,

That look exactly like what I'm looking for, I'll try it out.

Thanks

Luis

Hi, 



We have a similar ask. 



But if part of the segmentation (that is done with criteria outside the CRM), the imported contact list has contacts already in the CRM (so it will not create duplicates). How do we find the preexisiting contacts to export their ID to then export to do the contactsintag import ?



(It's easy to find the newly imported contacts, not so much the list of prexisting contacts in the system). 



Cheers, 



Damien

Hi Damien,

In our case we have a Customer Number that was in the original client database

This database was imported to Creatio via ETL

This field can be used as a foreign key

Not really helps in your case, sorry

Rgds

Luis