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Can we import tags?

  • 27 April 2021
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Userlevel 4
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Can we import "tags" into Copper and make it a column in our people, companies and opportunities spreadsheets?

I’m thinking our locations could be listed in the Tag field, this way we could tag people, companies and opportunities and then filter them by tags.

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Best answer by Michelle from Copper 27 April 2021, 14:55

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Userlevel 6
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Yes, you can import tags. Just make sure there is only one tag in each column. If you have multiple tags then use multiple columns. Here is an example:

Hope that helps!

Userlevel 4
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Thanks Michelle. Do I have to upload the Tags first? They will be created or associated when I upload people, companies, ...?

Userlevel 6
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Thanks Michelle. Do I have to upload the Tags first? They will be created or associated when I upload people, companies, ...?

Yes that's right - you don't have to create the tag first. If they don't exist then Copper will create them during your import. If they do exist then Copper will do the association.