Before you import contacts into Aesthetix CRM, a little preparation keeps your data organized and makes sure you can access the import tool. This guide covers creating tags ahead of time and the role permissions the import feature requires.
Tags are labels that help you organize, classify, and search your contacts. Create the tags you plan to use before you run the import, so you can assign them to your imported contacts during the process. With your tags in place first, your data lands organized and ready to segment. Once your tags are set up, proceed with the import.
If the import button is missing, the feature is restricted for your current role. The import tool requires Admin access. Switch your role to Admin, and the import button becomes visible so you can proceed.
When I import my data, will the system create the tags for me? No. Create the tags you need before importing. Having them ready lets you assign them to your contacts during the import for better organization and searching.
Why can't I find the import button? The import feature is restricted for your role. It requires Admin access. Switch your role to Admin and the import button will appear.
