Taggie docs
Importing tags
Parse existing HighLevel names with ordered patterns, inspect match counts, and adopt ungrouped tags without guessing.
In Taggie, import means reading tags from the connected HighLevel location. It is not a file upload, and an exported file cannot be re-imported.
Start with a pattern
An import pattern describes the shape of names that already exist. It uses the same token language as a naming template, read in reverse.
Each token becomes that part of the workspace structure. Literal separators tell the parser where one value ends and the next begins.
As you edit a pattern, the wizard reports how many remote names match it and shows the result tag by tag. Read the parsed fields and the newly computed name together.
Use more than one convention
An established account often contains several naming habits. You can add up to ten patterns.
Patterns are tried from top to bottom. Each tag goes to the first pattern it matches, and the whole import is applied in one transaction. Reorder the patterns when a broad rule is catching a name that belongs to a more specific one.
Each pattern can have its own destination in the workspace.
Read every outcome
The preview distinguishes names that already exist in the selected destination from names that exist elsewhere. Those are different situations, so the wizard labels exists here and exists elsewhere separately.
Names that match no pattern stay in a visible unmatched bucket. They are skipped by default. Nothing is guessed and no reassuring percentage overrides the tag-by-tag preview.
Understand the next sync
Import builds the local structure and mappings. If the computed Taggie name differs from the current HighLevel name, that rename is waiting for the next sync.
Before the import finishes, the wizard states in bold how many tags will be renamed in HighLevel on that sync. Treat that number as a consequence to review, not a success score.
Adopt ungrouped tags later
The ungrouped-tags workbench holds remote tags that have no home in Taggie yet. Search it, bulk-select tags and adopt them into a folder in one operation.
You choose what happens to their names:
- Keep the HighLevel name exactly as it is; or
- Bring it into the active Taggie format.
Both paths show the before and after first. For a large rename, Taggie asks you to confirm the count explicitly.