How do I add Tags to contacts I import?

Tags help you organize People, Projects, Deals, and Companies. They’re useful for grouping contacts by shared traits or characteristics, making it easier to find and manage them.

Learn more about Tags here.

There are two ways to import tags:

1. In separate columns: Each tag should be in its own column with the column headers being Tag, Tag 2, Tag 3.
2. One column with each tag separated by a comma

Replace extra characters or spaces with a dash. Characters like periods, slashes, or ampersands will be turned into spaces, which can create two separate keywords.

1.) Prepare your import file

Add new columns to your spreadsheet to accommodate your Tags. You can add up to 20 Tag columns.

2.) Read more about importing here or send us your spreadsheet at support@cloze.com and we can import it for you.