Tags and Notes can now be imported to be assigned to a family or individual in Directory! Click on File Import from the navigation menu to get started.
The import file will need to be in a .CSV format and will require “EnvelopeNumber” and “Tag” or “Note” as columns in no particular order. Each row under the column will then need to have the person’s envelope number and tag/note to follow. Once you have your .CSV file put together, click on the upload cloud icon to find your file. Once you have selected the file, your file will appear in the dotted box with the file name and size. Next, click on Import File.
The upload area will now give a summary of what was imported. Family Tags Imported will display the number of tags uploaded per family. Family Member Tags Imported will show the number of tags imported per family member.
If the file has the same note more than once for a family/individual, that will be duplicated for them. This action will not apply for Tags – any duplicated tag in the import will be skipped. Any note that is duplicated can be manually removed under the account for the family/individual. Also, a tag can be removed from a family after the import process as well.
An exception will display if there is an incorrect envelope number on the file. Please check the envelope numbers in the file and make sure that family is recorded in Directory as well.
To upload a new file, just click on the Upload New Tag/Note File to find the .CSV on your computer.