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contact categories do not import
Idea shared by digital.iway - June 3, 2015 at 6:43 PM
Completed
I have a need to import contacts and assign them to categories but the csv file import does not support a category field.
 
how can I mass import contacts with category assignments?
 
if that is not possible how can i tag contacts so they can be filtered by tag or text field?

16 Replies

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0
digital.iway Replied
June 4, 2015 at 9:58 AM
I tried to use the ADDITIONAL FIELD and place category names in there to at least get them to display in a search and NO GO. 
 
What fields exactly does the search look at? 
 
I used the PAGER field to add some text tags then made the pager field visible using the settings and the search does not even search the pager field.
 
why not open up the search to all fields?
 
If I have contacts setup with categories attached and EXPORT as VCARDS then delete all contacts then import the VCARDS the categories will come back. This will not happen with CSV import so I am assuming this is a BUG?
 
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Brian Ellwood Replied
June 4, 2015 at 12:43 PM
You could try exporting a contact that has a category assigned to see what field its using?
 
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digital.iway Replied
June 4, 2015 at 1:12 PM
I tried doing that and the category field is not in the CSV at all. It is really strange that categories are ignored on export and not shown in the csv file.  Seems like a bug to me.
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Brian Ellwood Replied
June 9, 2015 at 12:19 PM
Agreed, hopefully one of the staff see's this and can verify it for you =)
2
Robert Emmett Replied
June 9, 2015 at 1:35 PM
Employee Post
digitial.iway / Brian, you are both correct in that SmarterMail currently does not export or import categories.  I have added this to our feature request list.  I have also noted that Categories is not a visible field in the contact list nor as a sorting option. I am changing this thread to Idea to facilitate tracking.
Robert Emmett
Software Developer
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
0
kevind Replied
June 9, 2015 at 3:04 PM
As part of this feature request, let's assign categories (Google calls them groups) to the contacts imported from Gmail during a mailbox migration.
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digital.iway Replied
June 11, 2015 at 3:58 AM
Robert, thank you for placing this "Under Consideration".  Can you please provide a time frame as to when this will reviewed and implemented by the dev team? 
 
Will this be included in SmarterMail 14 or do you think you could release it as a minor update?
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digital.iway Replied
June 17, 2015 at 7:03 AM
In SM14 I see that google contacts have been resolved to import correctly.  Can I assume that the contact import has been reviewed overall and is now importing correctly the CATEGORIES??  SmarterTools can you please provide an update to this functionality
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digital.iway Replied
July 9, 2015 at 5:11 AM
We just upgraded from 13 to 14.0.5661 with the hope that the contact functionality was upgraded to include categories as part of the CSV import and export process via web mail.  After testing we see nothing has changed to the functionality.
 
Has anyone found a work around to this?
 
 
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Bruce Barnes Replied
July 9, 2015 at 5:42 AM
digital.iway:  per Robert Emmett's response, of 9 June, 2015:
Under Consideration
Proposal is Under Consideration
 
 This change has not yet been implemented
Bruce Barnes
ChicagoNetTech Inc

Phone: (224) 444-0169

E-Mail and DNS Security Specialist
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Web and E-Mail Hosting, E-Mail Security and Consulting
0
Kevin McNally Replied
July 22, 2015 at 12:36 PM
I am also in need of this feature we have a customer who needs to import/export users and sort them by Categories in Excel.
 
Kevin
 
Kevin McNally
Interactive Palette, Inc.
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digital.iway Replied
July 29, 2015 at 3:01 PM
I am just curious if anyone at ST can give me an update/time-frame for this?  This missing VERY BASIC feature has just forced two of my clients to migrate to Microsoft Exchange 365.
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Robert Emmett Replied
July 30, 2015 at 2:07 PM
Employee Post
The ability to export and import contact categories to/from a CSV file via the web interface has been implemented and will be available in the next minor release.
Robert Emmett
Software Developer
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
0
kevind Replied
August 12, 2015 at 2:51 PM
What about importing a CSV file with categories from Outlook?
 
Will SM automatically create the master category if it doesn't already exist?
 
What about contacts who are in multiple categories (I think Outlook separates them with a semicolon).  Is it smart enough to handle that?
 
Just want to make sure the new functionality is fully tested.

Thanks,
Kevin
1
kevind Replied
August 14, 2015 at 9:41 AM
Here's a bug with this enhancement...
  1. Start fresh -- delete all your contacts and master categories.
  2. Import a CSV file with contacts & categories
  3. Edit a contact and add "TestTestTest" as a new master category. This removes the categories from all your contacts.
Suggest ST hire a QA engineer and/or have members of this Community test before public release. Not trying to be mean, just helpful.
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digital.iway Replied
September 14, 2015 at 12:58 PM
Found an Issue:
 
created a new email address to hold all contacts and imported them. (working fine)
 
Shared the contacts to another email address in the domain with FULL CONTROL.
 
logged into the other account to view contacts and they are there, but when you edit a contact the CATEGORIES tab is not showing.
 
with full control over a persons contacts I would assume I could edit the categories also and cannot.
 
 

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