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Import Tags

Last post 12-03-2014 12:40 PM by Method_Greg. 3 replies.
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  • 12-02-2014 4:51 PM

    • l.brandow
    • Top 25 Contributor
    • Joined on 03-18-2011
    • American Fork, Utah
    • Posts 243

    Import Tags

    I'm looking for a way to import tags. Has anyone developed a way, or found a way to import tags?

    Lance Brandow
    Method Customization Expert
    Brandow Consulting
    (801) 687-3254
  • 12-03-2014 10:33 AM In reply to

    Re: Import Tags

    Hi l.brandow

    I take it you mean import a list of tags rather than importing tags with a contact? As I understand it, the only way to add tags is through the popup when adding or editing a contact.


    Jeff

    Jeff Bell
    Community Support Specialist
    Method Integration
    j.bell@method.me
  • 12-03-2014 10:52 AM In reply to

    • l.brandow
    • Top 25 Contributor
    • Joined on 03-18-2011
    • American Fork, Utah
    • Posts 243

    Re: Import Tags

    Right. I need a better way to both create tags and assign tags to contacts.

    Does anyone else out there have a better way? Using the API purhaps?

    Lance Brandow
    Method Customization Expert
    Brandow Consulting
    (801) 687-3254
  • 12-03-2014 12:40 PM In reply to

    Re: Import Tags

    Hello Lance,

        You do have to create new tags using the interface on the Edit Contacts screen.  There is no other way of creating a tag.  Once you have your new tags you can use the Integration Tools to import tags to other records.  Check out this forum post that explains the process.  The taglist field is a text field and stores the tags in a comma-separated list, so watch your commas when doing the import.  As always, do a few records first before attempting to update many records.

    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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