Import Contact Tags

Contact Tags can now be imported using a CSV file within 1pm.

Previously, it was not possible to import multiple tags when executing a CSV import operation, tags had to be added manually to imported Contacts and Crew.

Now you can simply add up to 30 tags into the ‘Tags’ column in your CSV file, and if these Tags exist in the 1pm Space, they will be added as Contact Tags automatically.

For the Tags field these can be separated by any of these characters (slash, comma, colon, dash) e.g. /,:- 'VOLUNTEER / PHOTOGRAPHER / MEDICALTEAM' where this is an existing Tag name.

If the Tag does not exist in 1pm, a warning message will be displayed during the import process after checking, and before committing the records.

Crew Tags will populate from the Contact to the Crew record during this process.

For example, if you added two tags to the CSV in the Tag Column ‘Photographer/Volunteer’ then 1pm would create a new Contact Record with two Contact Tags.

If you also checked the box ‘+ Also add Crew’ then 1pm will create a new Contact with those two new tags, and a new Crew record will inherit the Contact Tags automatically.

Those tags (between the Contact and Crew record) and now independent from each other.

So if you edit the Crew Tags, the original Contact Tags will remain intact.