Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
Tags identify an account or user with a custom label. You can automatically apply or remove tags using a data file integration (CSV).
Prepare your CSV file
Include each tag name as a separate column in the CSV file using this format: tag##. For example, tag##reference-account. For each account row, leave blank or add a tag value. Tag values can be one of the following:
- Use "yes" or "true" (lowercase) to add the tag
- Use "no" or "false" (lowercase) to remove the tag
- Use empty to not change the existing tag (if any)
Review the example file below:
In this example, tag##reference account will not be changed, tag##support will be added to account123, and tag##old account will be removed (if exists).
You can include tags and attributes in the same file.
Upload the CSV file
- From the Settings menu, expand Data Management > Customer Data Hub.
- Click Local File.
- Click the plus button and select Upload Data.
- Choose the "Accounts" or "Users" option based on your use case.
- Follow the steps to configure a file integration described in this article. The tag attributes section will appear when the automatic mapping locates the tag column header format.
In case a tag does not exist, it will be created by integration job.
- manage tags.csv50 Bytes