Loading community members into a tag list from a file

You can load a group of community members into your tag list from:

• A comma-delimited text (CSV) file, as outlined below.
• A tag list that you previously created and stored in Synergetic. See Loading a tag list.
• An Excel spreadsheet. See Loading community members into a tag list from an Excel spreadsheet.

Also, see Storing a tag list.

Note: The Synergetic IDs must be contained in the first column.

Note: If you use a header line (the first line in the example above) then the listed IDs must exist in the Synergetic community. If you do not use a header line, only list the Synergetic IDs and do not include additional information such as names or constituencies.

To load a group of community members into your tag list from a text file:

1. Select Window > Show Tag List from the main menu.

   The Tag List window is displayed.

   

2. Click .

   The Load Tag Lists window is displayed.

   

3. Select Clear tagged items first, if you are overwriting rather than appending to your current tag list.
4. Click .

   The Open window is displayed.

5. Navigate to the directory that contains the comma-delimited text file (.csv).

   

6. Select the comma-delimited file.

   

7. Click .

   The community members are added to your tag list.

Last modified: 5/05/2017 10:34:24 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.