How to Add Tags During Your Contact Import

It's easy to add in your tags as you import your all of your contacts into the Wellness CRM. You might choose to upload the same data multiple times in order to upload your different data points as tags, but rest assured that it is a quick and painless process!

Watch the tutorial here.

If you want to pull all of your tags into one column to import them all at once, you will need to use the CONCATENATE formula. It's a lifesaver when you have data points in every column that you want to merge. When some of those columns do not have a data point in them, you will need to go back and clean out the extra commas and spaces that populate. If you want to see this formula in action, check the training on concatenating your data.
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