Introduction


Do you have a list of members you need to upload, that aren't in your NoteRouter account or database, and want to assign them their tags and topics at the same time, in one easy step? 


This support article was designed to teach you how to successfully upload a list of members and have them tagged with any desired Tags and/or Topics you would like. This can be particularly useful for communicating with those that are outside of your Membership Database, like vendors, non-members, or interested parties. 



Step 1: Getting the Template


Start by navigating to the Manage screen. When viewing the Member Tab, hover over the button that reads "Import" and select "From CSV". On next menu, click download under "Get Sample Upload File".


^Location of the "From CSV" option.




Step 2: Member Data


After downloading the NoteRouter CSV Template, copy your own member data over into the appropriate columns. The information provided is there as an example, and should be deleted before submitting your data. While you don't need to include all data, it's recommended to include Full Name and at least one or two unique identifiers. (NRDS or Member ID, Unique Email, etc.)


Step 3: Topics and Tags


Depending on what you're trying to do, you'll want to utilize the Tags and/or Topics columns in the Template CSV provided to you at the start of the upload process. In NoteRouter, when you're in the Manage screen and you click on a Tag or Topic, you'll see an ID at the top of the panel that looks something like this:


This works similarly for both Topics and Tags. Their IDs are located at the top of their respective pop-out panels.



This ID links directly to your NoteRouter Topic or Tag. All you need to do is copy-paste the ID into your spreadsheet for each member in the appropriate column.


Note:  If you're assigning multiple Tags or multiple Topics to each member, separate the IDs with a comma.

Example: Cs1nuOn1oucH67nsVvl6,jmBsF0SFpxEI5XbX6rTc,k0FQMH2mVu6y3qB2WNJ2

Step 4: Upload the completed file


Navigate to the same area where we downloaded the sample file in Section 1 to upload your finished version. Select "Choose File" and select the correct completed file from your computer. 


Congrats! You should receive a message letting you know about the status of the update once it's complete. Feel free to contact us at support@noterouter.com if you run into any issues or need a hand at any point during the process.