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Import contacts with multiple tags

By
Dale
on 5/1/13, 8:54 AM 2,790 views

Hi

I have tried many methods of importing a large dataset with multiple tag fields but have not succeeded. How do I go about this?

i.e. Company | Industry | Sales Status | Account Status ABC Co | Farming | Hot Lead | Gold

thanks!

What error do you see? What field name do you use?

Martin
on 5/1/13, 9:03 AM
1
adu
On 8/7/14, 6:41 AM

You have to combine all your tags in a single colon by seperating it using a comma.

In my case, based on my excel file under the colon category_id, i put    Company,Industry,Sales Status

 

0

Martin

--Martin--
1978
| 5 6 8
Cornwall, Canada
--Martin--

Analysing, designing, coding and mentoring since 1975. Kilobytes to terabytes. Punch cards to punchy sites. My OpenERP video series: http://www.youtube.com/playlist?list=PLq7op4J183lX44ZlXPiHxUpRvmmRDtxye My Google Speadsheets --> OpenERP Data Pump project: http://martinhbramwell.github.io/GData_OpenERP_Data_Pump My email (with spaces removed) : mhb . warehouseman @ gmail . com

Martin
On 5/1/13, 9:21 AM

When I face these sorts of problems, I create a record, manually, that represents the worst case of the data I want to be able to import. I then filter on it and export it. I check that I can re-import the exported file without difficulty. Finally, I study the exported CSV file to learn the correct field names and required syntax.

I wonder -- do you have a file of all needed tags that you import before trying to import your contacts?

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Asked: 5/1/13, 8:54 AM
Seen: 2790 times
Last updated: 3/16/15, 8:10 AM