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.
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.
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 must be created prior to importing people into it. First, create the tag(s), then run the import.