Importing tags allows you to add people to tags.
When ready to import tags:
- Navigate to "More > Bulk Tasks > Import Tags."
- Download the template file and populate it with your tag data. If you want to add more than one tag per person, add each tag/person in its own row.
- Import the revised file using the "Import Tags File" button. Note that tags, if not found as already existing, will be created by the import process. They will be placed in the "All Tags" folder. Use the key below for determining how to populate the data.
Note: Breeze will only allow you to import 999 new tags at a time. If you must import more, you will have to do two separate imports.
If a person is not in the database, add them. If there’s a large number of people not in the database, bulk import them. Be sure that the person is not in the database with a slightly different name as creating them as a new person will create a duplicate person. If duplicates are created, they can be merged (individually).
Technically speaking, the first name field is ignored by the import (the Breeze ID is the only identifier used). The first name field is for the benefit of the person constructing the import file. All individuals that you do not wish to update need to be removed from the template file. While it will not give you an error upon upload, it will wreak havoc in the Tags section by creating a bunch of non-existent tags
Technically speaking, the last name field is ignored by the import (the Breeze ID is the only identifier used). The last name field is for the benefit of the person constructing the import file.
The tag name can be populated with either an existing or new tag name within your import file. If one does not exist at the time of import, it will be created under "All Tags". If you want to add a person to multiple Tags, each Tag must be on it's own line with that person's information.