Importing Tags during new contact record imports
Tags can be added to a contact record during the new contact import process. When importing a CSV/Excel file of new contact records, you can include a “Tags” column (a comma should separate individual tags in the cell), which will allow them to be imported.
You can add as many tags as you like, separated by commas (for example: Golfer, 401K, Gold Client, Medicare Eligible).
- See also: How do I import Contacts?
Importing Tags during contact update imports
Wealthbox offers the ability to perform bulk updates to contacts through an extended import tool called "Contact Updates." This feature allows you to import updates to existing contact records in bulk using a spreadsheet format.
Please note that this tool is not automatically enabled for all users; it’s behind an allow list.
Please reach out to our Data Migration team (migrate@wealthbox.com), who will schedule a meeting to go over how the tools work and determine which users should have the tools enabled for their logins.