Mass Updating Tags for Contacts

If you have a number of existing contacts that you wish to tag, you can do so using the Import & export tool. 

This will involve the following steps:

1. Navigating to the Classic Import Tool

2. Exporting your current contacts to an .csv file.

3. Update the .csv file with the tags in the correct format.

4. Import the .csv file with the latest updates.

Navigate to the Classic Import Tool

1. Click your preferences icon in the upper right and select Integrations.

2. Select Import & Export Settings.

3. Scroll to the bottom of the screen and look under While Importing for Use our Classic Import Tool.

   

Export the Contacts

1. Select Export a table to a file.

2. Uncheck "Show only common tables" and select the Contacts table. 

3. Click Unselect All because we don't want all the fields, and then select the following fields:

• Entity

• Name

• RecordID

• Taglist

4. Click Export to file... This will download a file called Contacts.csv

Update your Contacts file with Tags

With the file you downloaded above from the Import/Export tool, you can update the Taglist column to add in tags. 

Below is an example .csv file loaded into Google docs. The TagList column holds the tags.

There are a few things to keep in mind

• Tags are separated by commas.

• If you have spaces in your tags, replace it with an underscore "_".

• The tag should exist in Method:CRM before adding. Add the tag to Method:CRM before importing this list.

• Any contact you don't need to update, you can remove from this list.

Once you are finished adding tags, export the file as a new .csv file and go to the next section.

Update Contacts in Method with New Tags

You should now be ready to update the data back into Method. The import flow will mostly follow the Importing a File into Method article, however, there are minor changes.

1. Click your profile icon in the upper right and choose Integrations.

2. Select Import & Export.

3. Select Other for the type of data you wish to import.

4. For Select an import method, upload your import file and make sure you select the Contacts table.

   

5. For What are you looking to do, make sure you choose Update records.

   

6. By default, the RecordID column in the import file should be mapped to the RecordID field in the table.

   

7. Continue with the import from here.

Congratulations! Your contacts will now be updated with new tags!

Note: If you do not see your tags update, force-refresh your browser's cache.

• Windows: CTRL + F5

• Mac/Apple: Apple + R or CMD + R

• Linux: F5