Author Topic: Bulk imprt into Contacts with Tags (Read 376 times)

jboris · October 28, 2015, 10:58:12 am

I have searched the instructions and did a Google search for this. I found early posts (2099-2012) asking how to include Tags during import but it did not help. I am using 4.6.9 and want to import contacts and also include Tag data. But when I use the import function the tags don't show up in the mapping drop downs. If you can't imprt them when you import the contacts is there a way to do a mass update based on another field?

totten · October 28, 2015, 01:15:12 pm

AFAIK, the standard importer doesn't support it, but the API does allow you to add records of type "EntityTag". Basically, each entity tag is a tuple of:

* entity_table (i.e. 'civicrm_contact')
* entity_id (i.e. the contact's ID#)
* tag_id (i.e. the tag's ID#)

If you're trying to do a spreadsheet-based import, then you could look at the "API-CSV-Import":

https://civicrm.org/blogs/stoob/csv-api-import
https://civicrm.org/extensions/api-csv-import-gui

The API's data-model (entity_table, entity_id, tag_id) probably doesn't match your original inputs, but sometimes folks can figure out a creative way to finagle the spreadsheets. (Ex: It may help to break the import into multiple files/passes or maybe export an intermediate spreadsheet to get the contact ids.)

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Author Topic: Bulk imprt into Contacts with Tags (Read 376 times)

jboris

Bulk imprt into Contacts with Tags

totten

Re: Bulk imprt into Contacts with Tags