Populating the Tag Import template

BEFORE YOU BEGIN  Please review the general instructions for importing and updating data in Autotask in this topic: Importing or updating data.

You can import tags by using the tag importer. The importer brings in a complete new list of tags to add to the current list and does not update existing tags.

When importing tags, matches will be based on label and aliases. If an imported tag’s label matches any existing tag labels or aliases, or if any of an imported tag’s aliases match any existing tag labels or aliases, it will be considered a match. When a match is found, the new tag will fail to be imported. The existing tag will not be updated.

NOTE  If you see a check mark in the Must be looked up in Autotask instance? column, it means that, in the Autotask user interface, a value is selected from a list. You may use selections that are currently inactive, but they must exist. Navigate to the page shown in the Description column and look up the valid options.

Field Name	Must be looked up in Autotask instance?	Description
[required] Label		A unique name for a tag. Labels do not recognize capitalization differences. For example “Microsoft” is the same as “microsoft” and “MicroSoft.” The label must be 50 characters or less and cannot contain the | character.
Active/Inactive		Leave the field blank or enter "Active" or "Yes" to import the tag as active. Enter "Inactive" or "No" to create a tag as inactive.
Tag Group		Optionally, enter the name of an existing tag group. Refer to Managing tags and tag groups.
Aliases (separate with | )		Aliases are names other than the tag label that can be used to identify a tag. You can have a limitless number of aliases for a tag. Aliases must be 50 characters or less, cannot contain the | character, and must be unique. Separate each entry with the | character.

To find out how to reverse an import, refer to Rolling back an import.