Import & export tags


Bulk template

We offer a Microsoft Excel (.xlsx) spreadsheet template that can be used to edit tag definitions in bulk. Click here to download the tag import template. You can also download it in-app when you follow the instructions below.

Each row in the template defines one tag, with each column corresponding one of its properties. Fill out the columns of each row as detailed below (entries are not case-sensitive):

Tag Title Parent Tag Title Allow Manual Tagging Allow Audio Tagging Allow Image Tagging Alternate/
Alias 1
Alternate/
Alias 2
Alternate/
Alias 3
Enter  name of tag definition. Enter another tag to define this row’s tag as its child. Enter TRUE to enable manual tagging, or FALSE to disable. Enter TRUE to enable audio tagging, or FALSE to disable. Enter TRUE to enable image tagging, or FALSE to disable. Enter an alternate tag. Enter a second alternate tag.. Enter a third alternat tag.

QuickTip: The Parent Tag Title and all 3 Alternate/Alias columns are optional, but all other columns are required. If you leave any of them blank, the tag in that row won't import successfully!

If you want to use the template to edit existing tags, you should export your current tag dictionary to the template, make edits (and add new rows for any new definitions), save and import. Your changes will override the former tag properties saved in the app. 


Import new tags

  • From the Tags view, click the Import taskbar icon to open this pop-up: 

  • Click 'Browse' button to select and upload the filled out import template from your computer.
  • Click 'Import' button to upload the template. 
  • This pop-up will appear in the upper right corner of the screen once tags have imported:

Click the View Report button to view the number of tags that were created or updated in the import. 

QuickTip: if you exported a tag dictionary and made edits to existing tags, the report will return the total number of tags/rows in the import spreadsheet, regardless of how many rows were changed. This is because the system "overrides" even an unchanged tag as a new/updated tag when you import. So don't worryif you export a 105-tag dictionary, edit rows for just 3 tags, and re-import to see this:

  • If one or more of the tag titles or alternates you entered in the template already exists, the pop-up will instead say "Tag Import Failed". Clicking View Report will show you the tags that returned errors. You will need to edit these tag names in your template, or delete the existing duplicate tags from the tree, before you can successfully re-import.

Export existing tags 

You can use the Export icon to export all tags in project's dictionary to template form. This can be useful if you need to bulk-edit the properties of several tags at once, or for copying tag definitions to another project.

  • Click the Export icon to prepare the tag dictionary template for export. Look for this pop-up in the upper right corner of your screen:

  • Click 'Download' to save the exported .xlsx file to your computer's Downloads folder.

To make changes to the alternates, parent/child hierarchy, or tagging behaviors of several tags, edit the exported spreadsheet, save it with with your changes, then re-import to the project. Your edits will override the previously saved tag definitions.

You can also use the template to bulk-copy some or all of the exported tags to another project, without having to recreate each one manually. Open the exported file and delete the rows of any tags you don't want carried over. Save any edits to your computer, then re-import the spreadsheet into the other project's Tags view.

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