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      How to use the Tag Import Channel Tool

      Quickly and easily copy Tags from content in one Channel to content in another, or update tags using a spreadsheet based on Filename.

      Requirements:

      • Edit permissions in the Channel(s) are required to use the Tag Import tool

      What is the Tag Import Tool?

      The Tag Import Tool enables you to copy tags on content from one Channel to content in another Channel, or by importing a .csv or.tsv file, based on filename.

      How to use the Tag Import Tool

      Option 1 - Import tags from one Channel to another

      1. Open the Channel Tools Lens by selecting the Channel Tools button on the far right of the application (must have edit permissions in the Channel to see this button)
      2. Select Tag Import
      3. Select the Channel to import tags from (called the Source Channel).
        Note: Only Channels in which you have edit permissions will appear.
      4. Check the tag Keys you would like to copy
      5. Select Apply Tags to process

      For each piece of content in the Source Channel the tool will:

      1. Look for content in the current channel with the same name
      2. Apply all tags from the matching piece of content in the Source Channel to the content in the current Channel.
      Existing tags will not be removed from the content in either Channel during this process. If you wish to remove tags, we recommend using Tag IO.

      Option 2 - Import tags from a .tsv or .csv based on filename

      1. Open the Channel Tools Lens by selecting the Channel Tools button on the far right of the application (must have edit permissions in the Channel to see this button)
      2. Select Tag Import
      3. Select whether you would like to append new Tags only from the spreadsheet being uploaded, or to purge and replace the existing Tags on the content with the Tags in the spreadsheet
      4. Select Upload spreadsheet
      5. Browse to the spreadsheet and select Open
        See section on How to Configure a .csv or .tsv to use with the Tag Import Tool
      6. Check the tag Keys you would like to import
      7. Select Apply Tags to process

       

      How to Configure a .csv or .tsv to use with the Tag Import Tool

      • Leftmost column: Filenames
      • First row: Keys
      • Cells below Keys: Tag values


      For a recommended workflow using the Tag Import Tool when upgrading Revit content, visit our article Upgrading Revit Content with AVAIL

      Other Notes on the Tag Import Tool

      • What happens if there are duplicates in either Channel?
        • Tags from the matching file(s) in the Source Channel, will be applied to all corresponding files in the receiving Channel.