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Add Tags in Bulk

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Written by Cynthia Fleischer
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This feature is not yet available to all customers. Please enable via the Feature Management page or reach out to your Customer Success Manager if you would like to test this feature

To quickly add tags in bulk, you start with a template in comma-separated values format. When you export the template from the Samsara web interface, Samsara includes all existing tags and their unique Samsara ID. In the CSV file, you can add new tags or modify information about your existing tags:

  1. From the Samsara dashboard, select Settings ( Gear_Icon.png ) > Organization > Tags.

  2. Select More Actions (...) > Upload CSV.

  3. Select Sample Template to start a new template without any existing data. To download your existing data, select Tags List. Samsara exports all existing data and associated information to the CSV file. You can modify existing tags or append new ones in the provided format. You will return to this screen later in this workflow to upload your appended CSV file.

  4. Open the CSV file in a spreadsheet application of your choice.

  5. If you open the file in Microsoft Excel, the application identifies the ID as a scientific number. As a result, you must first set the format for the ID column as a Number and remove any additional decimal places before saving the file. If you skip this step you will overwrite the unique ID and will need to start over with a new file.

  6. Make any desired changes to your tags and save the file. At a minimum, you must include the ID and tag Name. Use the CSV Format table below to properly format your CSV file prior to upload. Additional considerations when you modify the CSV file:

    • Any changes to existing tags (including blank or empty fields) will overwrite the definitions in Samsara upon import. Be careful in these cases to avoid accidentally overwriting existing stored data.

    • If you include a column and leave a value blank, Samsara assigns the default value for the field (typically null or blank).

  7. Save your file and return to the Tags page in Samsara.

  8. Select More Actions (...) > Upload CSV.

  9. Choose the CSV file from your computer, or drag and drop the CSV file into the window.

  10. Preview to review the tags.

  11. Confirm to confirm the changes.

Note: The CSV file must contain no more than 400 rows of data (including one row for the header)

 

CSV Format

The following table describes the CSV fields you can use to define your tags:

Field

Description

Example

ID

Internal ID Number of tag. This field is not editable on import since it represents an internal storage identifier. It should also be blank when creating new tags.

1

Name

Tag Name: This field is required when creating new tags.

Arizona

Nest Tag Under

If you want to create a hierarchy in your tag structure, this is the direct parent tag. Any tags you specify must already exist within the Organization or you will receive an error. Therefore, create any new tags you want to nest under before you import the file.

Southwest

Map Marker Color

The color of assets belonging to this tag on the fleet overview page

Color must be a value from the following list (values are case sensitive):

  • lightRed

  • red

  • darkRed

  • lightBlue

  • blue

  • darkBlue

  • lightPurple

  • darkPurple

  • lightYellow

  • darkYellow

  • orange

  • black

lightRed

Driver Usernames

Usernames of drivers to be added to tag. Multiple values must be comma separated.

johns, adamg

Asset IDs

IDs of Assets that should be added to tag. Multiple values must be comma separated. See Locate Asset ID to find your existing assets IDs.

234455677899693

Address IDs

IDs of addresses to be added to the tag. Multiple values must be comma separated. See Locate Address ID to find your existing Address IDs.

1234567, 7890145

Locate Asset ID

To identify your existing Asset IDs, perform the following workflow:

  1. From the Samsara dashboard, select Overview ( Dashboard_menu_-_overview.png ) > Assets.

  2. At the top of the page, select More Options (...) > Upload CSV.

  3. Select Vehicle List or Unpowered Asset List to download your existing data.

  4. Open the file in your spreadsheet application of choice. Locate the value in the ID column for the Asset ID.

Locate Address ID

To identify your existing Address IDs, perform the following workflow:

  1. From the Samsara Dashboard, select Settings ( Gear_Icon.png ) > Fleet > Address/Geofences.

  2. At the top of the page, select More Options (...) > Upload CSV.

  3. Select Addresses List to download your existing address data.

  4. Open the file in your spreadsheet application of choice. Locate the value in the ID column for the Address ID.

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