Tagging

Overview

Tagging is the ability to add a label to something, typically a product or order, to reference and organize your data.

Searching for Tagged Items

To find tagged items, apply the filter called "Tags" and search for the tag (see Filters).


Adding and Removing Tags

On most pages that allow searching and filtering, you can usually apply tags as well. There are three ways to add and remove tags from products: group, individually tag, and bulk upload.

Grouping

Grouping allows you to filter down and select all the items that you want to tag/untag. There are 3 actions you can take when grouping and tagging:

  • Add will apply the tag to the item
  • Remove will remove specific tags
  • Clear All will remove all tags

Individually Tagging

Individually tagging allows you to directly apply a tag when viewing an item.


Bulk Upload

Bulk upload allows you to tag multiple items at once by uploading a file. To do so:

  • Go to Actions→ Import → Tags
  • Choose CSV file: this should consist of at least a unique identifier that can be referenced in the product data (i.e. SKU or UPC)
  • Map ID field - map the column header from the file to the "To ID Field" (aka the unique identifier being referenced in the file)
  • Select or create tags: either manually select the tags you want to add, or create tags based on values mapped from the uploaded file