HOME / COMMUNITY Switch to knowledge base

Tags on bulk invoice uploads


#1

Would it be possible to have a “Tag” field for when using the Sales Import Tool. I upload invoices by group putting a tag on the spreadsheet would save a load of work otherwise. (We normally create a number of new clients via the import tool where no customer already exists. That makes it difficult to set up tags in advance)


#2

Hi @paul_gibbons

Just want to confirm - do you mean the project tags?


#3

would like to 2nd this idea of having a “Tag” field in the CSV file to upload - I use them a lot with purchases and can be a bit of a pain having to tag them after especially if they’re not in one block!