Objective

Use Import/Export to add Tags (Location Features) in bulk to your instance of Coconut or perform a mass update on existing Tags (Location Features).

NOTE: Tags (Location Features) are a component of Branch Locator. Branch Locator is an add-on feature. Please connect with your Customer Success Manager to get started.

Steps

To perform a Tags import, you’ll need to download the .csv template file, complete the file as indicated, and import it into your instance of Coconut.

NOTE: Coconut currently supports an import limit of up to ~500 Tags (Location Features).

Download the .csv template file

From the navigation menu, click Import/Export
From Data Type, select Tags
Click Export Data to download a template in the supported format to use for the Tags import
- NOTE: If you have not added a Tag (Location Feature) to your instance of Coconut, the download will include only the column headers

When Export Data is clicked, an audit operation is performed on the Tags data that exists in your instance of Coconut. If this is not the first time you are adding Tags to your instance of Coconut and you have received an error message, skip ahead to Resolve formatting errors.

Complete the .csv file

Navigate to where the downloaded .csv template is located on your device
Save the .csv template file to your desired location, based on your organization’s best practices and/or policies
Open the .csv file and complete based on the following parameters:
- NOTE: Your .csv template may include additional fields depending on your Coconut package and what add-ons (if any) are included

Field	Description	Required/Optional
external_id	A unique identifier that represents the Tag (Location Feature) outside of your instance of Coconut	Required
new_external_id	Used to update the external_id to a new value (leave blank if no update required)	Optional
name	The name of the Tag (Location Feature)	Required

Import the .csv file

From the navigation menu, click Import/Export
From Data Type, select Tags
Do one of the following:
- Drag and drop the completed .csv file onto the upload target
- Click or select from your computer to upload the .csv file
Verify the .csv file is without errors by reviewing the confirmation message that displays upon upload
- NOTE: If the Import button does not activate, it indicates there are errors in the .csv file; click Show Errors to review a list of row items in the .csv file that require correction, correct the errors, and re-upload the corrected .csv file (review Resolve formatting errors for more info)
- NOTE: If the Import button activates, it indicates that the .csv file is formatted correctly; details of what will be imported display for your review
Click Import

The Tags are imported, and can be accessed by navigating to Settings>Location Features.

Resolve formatting errors

From the error message, click Show All
A details list displays; review the details to confirm what updates are required to which Tags
Complete the required updates by updating required fields within the .csv file

You can now continue with the import process.

The following demonstrates resolving formatting errors by reviewing the errors and updating a revised .csv file. While the example shows a Staff import, the same steps apply.

A note on access and visibility

Admin users can import/export Tags.