Read What are tags? first. This describes how to load simple tags with values.

Summary

Entity tags import from excel or csv file.

Considerations

Import tags and add the tags to entity

How to create a Tags import

Go to Settings > Data Integrations and Hit the create button to create a new Integration.

Select the Tag import and Hit ‘Connect’:

Fields map

Normal CSV file like:

Entity ID,Tags,TagType
A00001,Project Manager,SPECIALIST
A00002,Engineering Lead,SPECIALIST

Importer json file looks like:

{
  "entityType": "person",
  "headerRowIdentifier": "Entity ID",
  "skipRemoveTagsFromEntity": false,
  "entityId": "Entity ID",
  "tags": "Tags",
  "tagType": "TagType"
}

entityType (optional)

Can be person or group . If you don't set it, the importer will apply to both regardless of the entity type.

headerRowIdentifier (only for xslx)

Only used for importing by excel file (vs csv importer which don’t need this field). Specify which row is the header row.

skipRemoveTagsFromEntity

If true, the import will not remove all existing tags of the specified tagType on the entity.
If false, the import will remove any existing tags of a specified tagType, if these tags not included in the upload file. Existing tags of other tagTypes will remain if tagType is not included in the upload file)

Example:

If you have a person (entity) 123 who currently has a tag type Skills ( two tags: Data Analysis, Communication) and another tag type Cost Centre 4567
You upload a file with
Entity Tag 123, Tag Type: Skills, Tags: Juggling
If "skipRemoveTagsFromEntity" : False
Person 123 will now have (just) Juggling for Skills tag type, will still have cost centre 4567 (Data Analysis, Communication tags removed, cost centre retained as tag type not in file uploaded)
If "skipRemoveTagsFromEntity" : True
Person will have Skills: Juggling, Data analysis, communication and Cost Centre 4567 (Juggling added, Data Analysis and Communication retained, cost centre retained.)

entityId (optional)

The name of the entity ID column. Should be internal team id or person id.

If you leave this column empty, the tag type will be updated with the new values, without applying the tag to anything.

tagType

Tag type column, should be the tag type id (uppercase the tag name)

Where to find it: in Settings > Manage Workspace > Manage Tags

Pre-processors

Used to process complex tag type and tag values in csv or excel file.

Should provide:

{
  processData,
  importFromJsonFile,
  importFromXlsxFile,
  importFromCsvFile,
  importFromURL,
  importFromIntegrationTest
}

phoenixGenericTags

Import generic tags for entities.

FieldsMap

idColumnName

The column name of the entity id.

idType

Only used for importing tags to group. Can be externalId or internalId .

tagTypes

Errors

Imported tags not displayed

Need to check the tag type configuration. Turn on the allow adding tag to groups or people toggle.

If it’s for group, don’t turn on the group association toggle.

TeamForm Docs

Basic Tags import