Uploading tags via dataloader

For some customers the tag assignment UI is very slow for making large numbers of changes to tag assignment. This article describes a workaround - using dataloader to update the config directly without going through the UI. Please be aware of the following:

1. This is only suitable for advanced admins who already understand databases, dataloader and the concepts around reference IDs.
2. Our support team cannot support you with this approach. The UI is the best option in most situations, it prevents mistakes and is the only officially supported approach.
3. The config can change over time, so this approach may not always be available in future.
4.  This approach bypasses the UI so the audit history of tag assignments will not be created.

Creating tags

Its still best to create the Tag collections and tags using the UI. You can paste a comma seperated list of values into the add tags box or use the drop down to select Add tags from fields which allows you to create them via a picklist field. Both of these options allow for a bulk creation of tags.

Assigning tags

The object n2de__Tag_User_c object is a junction object which links the Salesforce User Id to a Distribution Engine Tag Value Id. Through this process you will build your records for this object and then import them.

You'll first need to know the tags and their IDs, and the users and their IDs. 

• Using dataloader export, workbench, or other tools that allow export of raw record data, you will need to retrieve the list of tags from the n2de__Tag_Value__c object and the User Ids from the Salesforce standard User object.
  • Note that if you have a tag with the same value but in two different Tag Collections, you will need to also review the n2de__Tag_Category__c object to understand which tag is from which collection.
• With these two exports you will need to build a new CSV file with the headers n2de__Tag_Value__c and n2de__User__c.
  • For each tag you want assigned to a user, you will need a row with their User Record Id and the corresponding Tag value Id.
• Once this has been created, you will need to upload/insert these values into the n2de__Tag_User_c object.
• You should be able to see the assigned tags on the Distribution Tags page of Distribution Engine.

Data Model

Tag collections / tags and tag assignments are currently held as custom object records. *This may change in future.

n2de__Tag_Category__c (A tag collection)

• Name - the name of the tag collection

n2de__Tag_Value__c (A tag)

• Name - the name of the tag. 
• n2de__Tag_Category__c - the tag collection ID. Which collection this tag belongs to.

n2de__Tag_User__c (Junction object for assigning tags. Links tag with user)

• Name - ignore, just a record ID.
• n2de__Tag_Value__c - ID of the  tag
• n2de__User__c - ID of the user