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Answered

How can I import Company tags?

  • October 12, 2020
  • 5 replies
  • 363 views

Sometimes I need to tag hundreds of companies with the same tag e.g. "Integrated Company". I can't find a convenient way to do that in bulk all at once. Any suggestions?

Best answer by Roy

Hello @ashley f​ ,

 

It's easy to apply tags in Bulk, just apply a filter to your companies and then click "Tag" (Without any selection).

Apply Filter 

 

 

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  • Expert User
  • 1152 replies
  • Answer
  • October 13, 2020

Hello @ashley f​ ,

 

It's easy to apply tags in Bulk, just apply a filter to your companies and then click "Tag" (Without any selection).

Apply Filter 

 

 


  • Author
  • New Participant
  • 2 replies
  • October 13, 2020

@roy s11​ Thanks for helping me out. Sorry I wasn't more clear. In this case I am using tags as a filtering mechanism, so the filter doesn't exist if that makes sense (until I apply the tag!). For example, I have no way to filter for "Integrated Company" and then apply a tag.


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  • Expert User
  • 1152 replies
  • October 13, 2020

Hi @ashley f​ , I don't fully get your point. 

 

Is there any filter show "Integrated company"? 

 

If not:

1) You can tag them via API;

2) Create and send custom user attribute;

3) Selec manually from the list and Tag;

 

BTW: What this tag "Integrated company" means?


  • Author
  • New Participant
  • 2 replies
  • October 14, 2020

@roy s11​ Thanks--yes, ideally these would be tagged via API, but we haven't built that yet. I know I can select manually from the list and tag. In the meantime, what I really wish I could do is just upload a simple CSV file of Company Names and apply a tag like you can with Users. I don't see that capability available, though 😞


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  • Expert User
  • 1152 replies
  • October 14, 2020

@ashley f​ , If you already have a list of companies, you can simply run an API request to tag them. 

 

About the upload CSV file and update company data, you can request this at @Product Wishlist​ Group.

 


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