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Can we tag contact upon import?

  • June 1, 2024
  • 2 replies
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I have a list of contacts that I imported into Honeybook but I can’t readily identify the list of contacts once imported. Is there a way to create a tag in the .csv file before importing so that I can easily identify and group the contacts together? The only way I can see to do it now is to search for the names one by one and create the tag AFTER importing which kind of defeats the convenience of being able to import from a file. Thanks in advance for any suggestions.

 

Best answer by Anya Benbarak

I love this use-case for tags; thanks for sharing it. You're right that upon uploading this capability is not possible currently, but you can bulk add tags to your contacts. This will save you some time, but still requires more work than what you're proposing with the upload option so I'd love you to leave that feedback for our product team over in the feature request forum so we can make it better in the future. Thanks so much!

      2 replies

      Anya Benbarak
      HoneyBook Employee
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      • Anya BenbarakHoneyBook Employee
      • HoneyBook Employee
      • Answer
      • June 21, 2024

      I love this use-case for tags; thanks for sharing it. You're right that upon uploading this capability is not possible currently, but you can bulk add tags to your contacts. This will save you some time, but still requires more work than what you're proposing with the upload option so I'd love you to leave that feedback for our product team over in the feature request forum so we can make it better in the future. Thanks so much!

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      Thank you. I have submitted it.

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