Summary: This guide provides detailed steps for using a CSV file to bulk import tags and simultaneously assign people to those tags, explaining the required fields (Breeze ID is mandatory) and offering crucial tips for correctly managing the template data and creating tags within folders.
Before You Begin
- The Breeze ID is required for the file to import; all other fields (First Name, Last Name) are ignored for identification but are helpful for the person building the file.
- You are limited to importing 999 new tags at a time. Use two separate imports if you have more.
- If a tag does not exist, the import process will create it under the "All Tags" folder.
Step-by-Step Instructions
- Navigate to the User and Organization Settings ($\text{\text{\ding{22}}}$).
- Choose "Bulk Tasks."
- Choose "Import Tags" (on the left).
- Download the template file. [The template will be preloaded with everyone in your database.]
- Delete Preloaded Data: Highlight the rows of information you do not need, Right Click, and select "Delete." (Do NOT use the delete key, as this only clears cells and causes import issues).
6. Populate the template with your tag data.
Understanding File Fields and Formatting
| Field | Options | Examples |
|---|---|---|
Breeze ID 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). The Breeze ID is required for the file to import. | Integer | 102301231 194202391 140293123 |
First Name 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 | String (optional) | Jack Lisa Sue Craig |
Last Name 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. | String (optional) | Anderson Smith Rogers Doe |
Tag Name 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. | String | Youth Group Biking Group Elders |
Advanced Tag Formatting
- Adding Multiple Tags per Person: Each tag must be on its own line. Insert a new row and copy the Breeze ID, First Name, and Last Name for the individual. Then, update the Tag Name on the new line.
- Importing Tag Folders: Separate each folder with
>>, with the tag name at the end of the string.- Example: To create a tag named "Bob's Group" under the folder "Small Groups," use: Small Group >> Bob's group.
Troubleshooting & FAQs
- Why is my import failing? The Breeze ID is required for the file to import. Also, ensure you deleted unwanted preloaded rows correctly by right-clicking and selecting "Delete" (not just clearing cells).
- What happens if I add a person not already in the database? If the person is not in the database, the import will fail. You must bulk import them (or add them individually) beforehand. Be sure to check for existing duplicates (which can be merged individually) if names are similar.
- What happens if I import more than 999 new tags? Tithely will only allow 999 new tags at a time. You must perform two separate imports if you need to create more.