Salesforce Integration: Setting Tags and Other Contact Fields During Import

[TrevorS25]

Requesting the feature that we can add static information such as tags, notes, etc. to Contacts during a scheduled import from Salesforce. Ideally this information would be set per scheduled import. 

Right now, we can only map Salesforce data fields to CC fields and select the CC list to merge or overwrite. Adding tags, notes, or any other information that is the same for all imported contacts would be very helpful. 

For example, we have a Donor Sign-Ups import from Salesforce. I can add them to our Newsletter, but I would also like to tag all of these contacts as Donors during the import.

[William_A]

Hello @TrevorS25 ,

Due to how the integration works with importing contact fields, some values like tags, notes, etc. won't be possible within the integration. If you're needing to import these unique values for your contacts, we advise manually importing the contacts via file upload.