You can use the file uploader to add tags to existing constituents and optional include data to store in any extra fields set up for your tags - these are the steps you need to follow.
Download the data preparation template and find the Tags with Extra Fields worksheet - right click on the tab and from the popup menu choose Move or Copy, then choose to make a copy in a new book.
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In the worksheet in the new Excel workbook you then need to make the following entries note you can remove any columns you do not need
- Make entries into one of the Constituent Number, Email Address, Phone Number or External Key columns to allow Donorfy to identify the constituent to add the tags to - see this article for more information about how Donorfy will identify the constituent
- Use the tag category and tag columns to identify which tag you want to add
- You can then optionally enter values for the remaining columns - i.e. start date etc
Save your Excel workbook then drop into the file upload area under Data Management | File Upload - the file will be checked and if ok you can apply it
Note - you cannot undo tags add via the file uploader
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