Import contacts field “assigned to”

Hi @onthecloud,

Thanks for reaching out. I am assuming by “assigned to” you mean assigning a contact to a company on Jetpack CRM, is this correct?

If yes you will need to use the CSV Importer Pro extension for this import.

Best,

Hi Gaurav,
No, I would like to assign a team member to the contacts during the import.
I see it is possible with “automation extensions” after importing the csv. I read:
“”With Distribute to, you can setup a new Automation which distributes new contacts on a round robin basis to a specific CRM user role””
I think like that “assign to MEMBER TEAM all contact created the day”

Hi there, @onthecloud,

No, I would like to assign a team member to the contacts during the import.
I see it is possible with “automation extensions” after importing the csv. I read:
“”With Distribute to, you can setup a new Automation which distributes new contacts on a round robin basis to a specific CRM user role””

This is correct and is possible by using the Automations tool.

I think like that “assign to MEMBER TEAM all contact created the day”

There is no setting to assign to a team member all the contacts created on a specific date; what you can do is change the team member in the automation on a daily basis.

Hope that answers your question!

And if I import the contact with a specific Tag and then I add member to contact with this tag?
I don’t understand what you mean with “on a daily basis”
Is not there a guide for Automation extension?

Hi there,

I’m going to answer your questions one by one as follows ??

And if I import the contact with a specific Tag and then I add member to contact with this tag?

Provided you have added the same slug for the tag as a custom filed, the system should be able to import the tag without problems ??

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I don’t understand what you mean with “on a daily basis”

Apologies if I haven’t been clear enough! What I mean is that if you need to assign new contacts to different team members every day, you will need to edit the team member condition in the automation every time you want the team member to be different.

For example, today I set that all the new members get assigned to Pinner test team member:

Screenshot here

If tomorrow I want new contacts to be assigned to a different team member, then tomorrow I need to head to the automation, and change the team member condition:

Another screnshot

Hope that clarifies this ??

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Is not there a guide for Automation extension?

Of course we have them! You can find relevant documentation here:

https://kb.jetpackcrm.com/article-categories/automations/

Please note that if you have purchased the paid extension, then you’re entitled to get priority support via email – plus we’re noa allowed to discuss paid products in a public forum.

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Hope that answers your questions! Please feel free to reach out if you have any other questions or need some more help.