Overview
- Tag import is used to attach tags to one, or many appointments.
- The method to complete this is similar to importing Appointments, which is by entering the appointment ID, with the existing tag ID and tag name which you want attached to the appointment or job.
Requirements
A tag must be created before continuing with tag imports. Please visit Appointment Tags to learn how to do this.
Importing a Tag list
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Open the Tag Import menu by clicking Admin Import/Export Tag Import.
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Download the spreadsheet template by clicking the Microsoft Excel icon.
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Add the appointment ID, tag ID and tag name to the spreadsheet.
Important:
Dark green labelled headers are required fields.
Instruction (rows 4-6) rows must be deleted before submitting.
Dark green labelled headers are required fields.
Instruction (rows 4-6) rows must be deleted before submitting.
- After completing the spreadsheet, click on Choose a file… on Dataforce ASAP, which is next to Select Import File, to submit the spreadsheet.
- Once imported, the page will be redirected to Import History with the status of the import and whether it was successfully completed or not.
Note
If any errors occur during the import process:
- Click on the import ID in the import history menu and they will be displayed on the bottom of the page with the corresponding import ID, exception ID, line number and description as to why the error was thrown.
