Importing and Exporting Tags

How to Export Tags

Navigate to Setup in the left-hand side navigation and select Tags.
Click the Export button in the toolbar.
Choose one of the following options:
- Copy to clipboard — copies the data so you can paste it directly into a spreadsheet (e.g. Excel or Google Sheets) using Ctrl + V.
- Save to file — downloads a CSV file to your browser's default Downloads folder, which you can then open or import in a spreadsheet application.

Navigate to Setup in the left-hand side navigation and select Tags.
Export your existing tags first by clicking Export > Copy to clipboard. This gives you a correctly formatted template to work from.
Open your spreadsheet application, paste the data, and make your changes.
Copy the updated data to your clipboard.
Back in Tactplan, click the Import button in the toolbar. The import dialog opens.
Paste your data into the dialog by clicking Click here or using Ctrl + V.
Review the data preview to verify it looks correct. Switch to Raw data to compare the source data with what will be imported.
Click Import to apply the changes.

Field	Requirement
ID	Must match an existing tag ID. Non-existing IDs are invalid.
Name	Name is required. Leaving this field empty will result in a validation error.
Number of Links	This column is informational only and is ignored during both export and import.

Tip: Use the Raw data view to catch any formatting issues before committing to the import.

Tactplan Schedule - Plans_Setup - Tags - Import and Export (2.4.2)