We use mailchimp for our email marketing and we often hold webinars and registration type of events. That data sits in Mailchimp with tags. I don’t know of a way to import tags from Mailchimp (tried Outfunnel and it only imports from Copper to MC) so I tried to import a CSV matching to the copper email and the new tag. I only had 2 columns, email and tag.
Thank god for the revert option. I imported the record with the tag but it cleared the names with email prefixes and reverted the contact type to uncategorized!!
Is there a safe way to do this?
I followed the instructions to the letter. Nowhere did it caution you that by importing without all the existing info from Copper, that the new import with overwrite and wipe out data. I chose match to email and update.