I have a list of users that I want to add to our marketable list. I obtained them through a pop-up on site, however the sync between it and Infusionsoft is down.
In order for them to be processed correctly they need to be added to infusionsoft with a certain Tag.
How do I upload a list and add the appropriate tag to each user also?
Hi Lainey, if the contacts are already in Infusionsoft, and you’d like to update them without creating duplicates, then this should give you what you need: How to perform a Keap Import without creating duplicate contacts
But, if the contacts are already inside Infusionsoft, and are easy to find, you should be able to update them en masse to mark them all as marketable.