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How To Add a Tag to New Contact List Import – BizStackPro Help

BizStackPro Contacts Help Guide

How To Add a Tag to New Contact List Import

Learn two ways to add tags while importing contacts into BizStackPro, whether different contacts need different tags or every contact in the import should receive the same tags.

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Quick Answer

How do you add tags when importing contacts into BizStackPro?

You can add tags in two ways. Add a Tags column to the CSV when individual contacts need different tags, or use the import wizard to apply the same tag or tags to every contact in the imported list.

Why Tag Contacts During Import

When importing a list of contacts, it can be useful to organize them immediately instead of waiting until after the import is complete.

Tags are text-based labels that can help you group contacts, filter lists, and organize records for later use.

Applying tags during import can reduce the amount of manual organization required after the contacts have been added.

BizStackPro gives you two approaches: assign different tags to individual contacts through the CSV file, or apply the same tags to the entire list through the import wizard.

Choose the tagging method before you import

Use CSV tagging when individual contacts need different tags. Use the import wizard when every contact should receive the same tag or tags.

Import Tagging at a Glance

File Type CSV
CSV Column Tags
Multiple Tags Comma Separated
Option 1 Tags Per Contact
Option 2 Same Tags for Entire List
Tag Choice Existing or New

Before You Begin

Prepare the contact file and decide how the imported contacts should be tagged before starting the import.

  • Use a CSV file with a header row containing column names.
  • Decide whether contacts need individual tags or shared tags.
  • Choose clear tag names such as Lead, Customer, or Webinar.
  • Use a Tags column when different contacts require different tags.
  • Separate multiple tags in the Tags column with commas.
  • Consider testing a small import before processing a large list.

Option 1: Tag Contacts Individually via CSV

Use this method when different contacts in the same import need different tags.

Add a Tags Column

Open your CSV file and add a column named Tags.

Enter Tags for Each Contact

Enter the appropriate tag or tags in each contact's row.

When a contact needs multiple tags, separate the tag names with commas.

Upload the CSV

Start the contact import and upload the prepared CSV file.

Map the Tags Column

During the field-mapping step, map the Tags column from the CSV to the Tags field.

Complete the Import

Finish the remaining import steps and submit the contact import.

Verify the Tags

After the import is complete, review a few contact records to confirm the expected tags were applied.

Example CSV values

A Tags field could contain Lead, Webinar for one contact and Customer for another.

Option 2: Add Tags to the Entire List During Import

Use this method when every contact in the imported list should receive the same tag or tags.

Start the Contact Import

Begin the normal contact import process in BizStackPro.

Open the Details Step

In the import wizard, continue to the Details step, which may appear as Step 3.

Enter the Tags

Type the tag name or names you want to apply to the entire imported list.

Select or Create Tags

Select existing tags from the available options, or type new tag names during the import process.

Complete the Import

Continue through the remaining import steps and submit the import.

This option applies tags to every imported contact

Tags selected through the import wizard are applied to every contact included in that import file.

Tagging Best Practices

Keep Tag Names Consistent
Reason: Consistent naming makes contact organization easier to understand and maintain.
Avoid Over-Tagging
Reason: A smaller number of meaningful tags is easier to manage than a large collection of overlapping labels.
Test Before a Large Import
Reason: A small test import lets you confirm that the Tags column and import settings behave as expected before importing a larger list.

Frequently Asked Questions

How do I format the "Tags" column in the .csv file?
Create a column named Tags and list all tags for each contact separated by commas. For example: Lead, Webinar, VIP.
Can I add multiple tags during the list import?
Yes. You can add multiple tags either in the CSV Tags column for individual contacts or in the import wizard when the same tags should apply to the entire list.
Can I use existing tags or create new ones during import?
Yes. You can select existing tags or type new tag names during the import process.
What is the difference between the two options for adding tags?
CSV tagging lets you assign different tags to individual contacts. The import wizard option applies the same tag or tags to every contact in the imported list.

Continue Learning

Continue learning how to import, organize, and manage contacts with these related Help Center guides.

Bulk Actions – Import and Export Contacts Troubleshooting Bulk Imports Via CSV Bulk Actions – Add or Remove Tags How To Create and Edit Smart Lists Browse the BizStackPro Help Center

Recommended Next Step

Learn More About Importing and Exporting Contacts

Once you know how to add tags during an import, continue with the contact import and export guide so you can become more familiar with the broader contact-import workflow.

Bulk Actions – Import and Export Contacts Troubleshooting Bulk Imports Via CSV

Organize Imported Contacts with BizStackPro

BizStackPro helps you manage contacts, tags, Smart Lists, workflows, campaigns, and other CRM tools from one connected platform so newly imported contacts can be organized and ready to use.

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