Import Tags to Prospects & Accounts
Outplay now allows users to import tags via CSV for both Prospects and Accounts during the import process. This feature enables bulk tagging, making data organization and segmentation more efficient.
Easily add tags to multiple Prospects and Accounts in one go.
Improve data organization with consistent tagging.
Streamline workflows by categorizing records efficiently.
Ensure your CSV file contains the necessary columns:
Prospect Name / Account Name
Tags (comma-separated if multiple tags need to be assigned)
Save the file in CSV format.
Navigate to the Prospects or Accounts section in Outplay.
Click on Import and upload your prepared CSV file.
Ensure the Tags column in the CSV is mapped correctly to the Tags field in Outplay.
Verify all other necessary fields are correctly mapped.
Click on Import Data to start the process.
Once the import is completed, tags will be added to the respective Prospects or Accounts.
Tags should be separated by commas in the CSV file if multiple tags are applied.
Imported tags can be used for filtering and segmentation in Outplay.
Ensure correct field mapping to avoid data discrepancies.
With this enhancement, Outplay makes it easier to bulk tag Prospects and Accounts, improving data categorization and management.
Benefits of Importing Tags via CSV
Easily add tags to multiple Prospects and Accounts in one go.
Improve data organization with consistent tagging.
Streamline workflows by categorizing records efficiently.
How to Import Tags via CSV
Step 1: Prepare Your CSV File
Ensure your CSV file contains the necessary columns:
Prospect Name / Account Name
Tags (comma-separated if multiple tags need to be assigned)
Save the file in CSV format.
Step 2: Start the Import Process
Navigate to the Prospects or Accounts section in Outplay.
Click on Import and upload your prepared CSV file.
Step 3: Map Fields
Ensure the Tags column in the CSV is mapped correctly to the Tags field in Outplay.
Verify all other necessary fields are correctly mapped.
Step 4: Complete the Import
Click on Import Data to start the process.
Once the import is completed, tags will be added to the respective Prospects or Accounts.
Additional Notes
Tags should be separated by commas in the CSV file if multiple tags are applied.
Imported tags can be used for filtering and segmentation in Outplay.
Ensure correct field mapping to avoid data discrepancies.
With this enhancement, Outplay makes it easier to bulk tag Prospects and Accounts, improving data categorization and management.
Updated on: 13/02/2025
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