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Easily do mass changes by editing your project in Excel

Brian Walton avatar
Written by Brian Walton
Updated over 3 years ago

When it comes to working large sets of data, almost nothing can beat Excel. In the beer industry, it practically keeps the lights on.

Wouldn't it be great to use the power of Excel with the power of Tagify?

Let's do it.

Quick Start

When it comes to tags, you can import (uploading a spreadsheet) and export (downloading the project as an XLSX).

  • Edit a tag project on the web.

  • Hit the Excel button up top.

Exporting

When exporting a project, Tagify will create an Excel file based on your tags. This is a great way to get an idea of what Tagify is looking for when importing a project later on.

Importing

For Tagify to use your spreadsheets it might require a bit of prep. The bare minimum setup is a header row with:

  • Brand

  • Package

  • Price

Or:

  • UPC

  • Price

It's pretty loose with the exact phrase, so you could have a column called "Brand Name" or "Package Type" and it would still find it correctly. "UPC" or "SKU" also works. The price column can also be called "Retail".

Now, the data itself has to be at least a close match to what you've got in Tagify. Let's use this as an example:

Tagify will find your header row and begin looking at your data directly beneath it. In the above case, the first row it looks at is the Bud Light row. It will take that brand name and try to find the closest match in your brand list and use it.

Looking at the brand "Budw" Tagify will probably match it to Budweiser (assuming you've got something like that in your brand list). Lite would probably match to Miller Lite and so on.

Packages are treated the same way, the closest match wins. The Price column looks for a price point (more info below).

That's the absolute minimum Tagify needs to get started. You can probably slightly modify an existing sheet you've been using and drop it right in. So long as you have something like the above.

After your upload

Assuming your sheet looks good, you'll be presented with a break down of what Tagify sees. For example:

From here, you see exactly how Tagify has interpreted your sheet. Issues are tags that are skipped, while Adjustments are where changes were made that differ from your input.

You'll get a preview of tag colors, non-print tags and alt. text data.

Columns

  • UPC

  • Brand

  • Package

  • Price

  • Price color

  • Background color

  • Alt text

  • Print

  • Quantity

  • Product key

  • Style

  • 2for

Column Details

Tagify is very aggressive when trying to find something that matches your data. It will probably find something on virtually any data you enter, so beware.
​
It's recommended to play around with importing to get a feel for what it's looking for.

UPC

If a UPC found, Tagify will use this to find your brand/package. As mentioned above, Tagify will probably find something even if you don't have the UPC entered within Tagify. While it may match your correct brand, it'll probably get the package wrong.

Product Key

If a product key is found, Tagify will search for it and try to find your brand/package. Alternate column names can also be:

  • ID

  • Product ID

  • Key

  • Item ID

  • Item Key

Brand

This needs to match to something within your brand list. Tagify takes it's best guess and you can usually get away non-exact matches.

You can also have multiple brands per row. Just use a comma to keep your brand separate and Tagify will do the rest. For example:

Package

Similar to the brand column, Tagify will take its best guess trying to find something similar in your package list.

Price / Retail

Pricing is really straightforward, give Tagify a retail and you'll be good to go. For example:

  • $10.99

  • 10.99

  • 0.99

  • ect.

But what about 2/for's and custom pricing? Again, just tell Tagify what you need:

  • 2/$3

  • 10 for $10.00

  • 3 - 3.33

These are all valid price points and Tagify will automatically convert it. Pretty neat!

Let's take it another step forward:

  • 2/$3 or $1.29 each

  • 1.99 or single at regular retail

Notice the "or" here. If Tagify sees that in your price, it will split it up and make the first price the actual price of the tag, and the second part the alt text. So using the first example our tag price will be "2/$3" and the alt text will be "or $1.29 each".

Quantity / #

The amount of tags actually printed on this row. If you've got multiple brands per line, the quantity will go with each brand.

Alt. Text

This mirrors up with a tag's alt. text option. Any text here will be used and ignored if left blank.

Print

Lines up with the tags print option. Valid options are:

  • Yes

  • No

An empty cell will default to "yes".

Price Color

For color, you can use plain language. So "red", "white", "black", etc, will all work. You can also use a hex code as well (#FF0000 for example).

Any empty cell will default to black.

Feeling dangerous?

Tagify can use any valid CSS color value. Your tags are one "deeppink" away from being fabulous. Here's a good list showing the possibilities:
​http://colours.neilorangepeel.com/

Background Color

Exactly the same as the price section above, except an empty cell will default to white.

Style

We can also control the style of each individual tag. An empty cell here will use the project's default style.

Special Cells

When importing, you also have the ability to set project settings from directly within your sheet. For example:

If Tagify finds a cell with the contents "project name", it will look for the project name to the immediate right of that cell. Same with the other options. If no options are present, it will use either the company defaults or what the project is currently set at.

Email

When you feel comfortable with Tagify using your sheets, you can skip going to the web entirely. Just send your spreadsheets as attachments to:
​excel@tagify.com

Tagify will take your sheets, convert them into projects and email the final tags back to you. Very similar to making a project via the iOS app.

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