Standard contact headings for file import

MidAmericaTile
Participant

How do I set up my excel document to import to be sure that contacts get applied to proper List and Proper Tags?

thank you 

Delta

1 REPLY 1
William_A
Moderator

Hello @MidAmericaTile ,

 

For making sure your contacts are properly tagged, I'd recommend looking at this article.

 

When you upload a file of contacts, you select the list(s) that spreadsheet of contacts will be added to as the final step. Thus, a master list will need to be split into smaller spreadsheets for individual list additions. Or you can use tagging, segmentation, searches, and other methods within our system to isolate clusters of contacts, and then add them to individual lists after uploading.


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Community & Social Media Support
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