Submitted Apr 07 by Michael Biolsi
One of the benefits of importing CSV (Comma Separated Value) data is that you have the ability to grab a LOT of data! However, once it is in stafftool you will want/need to sort it and group it. Tags are the tool you want - but adding tags to a bunch of records can be a lot of work, and frustrating if you already have that data stored somewhere.
One of the import fields for CSV files is the TAGS field. Simple create a column in your CSV data file and call it "tags' then add whatever you want and when it comes in to stafftool it will appear in the tags field of each record.
Here are some things to keep in mind:
Great advice Mike. One thing to clear up - tags are actually separated by commas, not spaces, so go ahead and have your tags be as natural as you need and just separate them with commas and you should be good to go!
When I imported the data I simply added a bunch of tags in the one field separated by a space. If the tag was more than one word I used quotes. When it was all said and done, all of the tags came in with commas in the people records. Not sure how... but it worked!
For instance, one church had the following tags: chinese spanish english "greater nyc"
When you look at the person's record you see Tags: chinese, spanish, english, greater nyc
I am not sure what Excel does by default. It would be interesting to find out!