This guide explains how to assign tags to specific properties in bulk using an import file. Tagging helps categorize and filter properties efficiently across marketing, fulfillment, and operational processes.
? Purpose
The primary goal of this import is to assign one or more tags to a list of properties. These tags allow you to:
- Segment properties for campaigns
- Flag special cases (e.g., Skiptraced, Audantic, DNC, Litigator)
- Improve tracking and reporting across workflows
Import Requirements
To ensure a successful import, your file must meet the following requirements:
| Requirement | Description |
|---|---|
| File Format | .CSV (recommended) or Excel .XLSX |
| Row Limit | Maximum 50,000 rows per file |
| Required Fields | Property Address, Property Zip |
| Tag Columns | Include one or more columns named Tag, Tags, or specific tag names |
| Matching Logic | Tags are assigned using a combination of Property Address + Zip Code |
You can use multiple tag columns (e.g., Tag1, Tag2) or a single Tags column with comma-separated values.
Step-by-Step Instructions
? Step 1: Prepare the Import File
Create a spreadsheet and include:
Property AddressProperty Zip- One or more tag columns (e.g.,
Tags,Skiptraced,Vendor Tag)
Example:
| Property Address | Property Zip | Tags | Vendor |
|---|---|---|---|
| 123 Main St | 90210 | Skiptraced | Audantic |
| 456 Elm St | 33101 | Litigator, Estate | PropStack |
Important: If you're using a single Tags column, separate multiple tags with commas (e.g., Tag1,Tag2) — do not add spaces before or after the comma.
Step 2: Save the File
- Save the file as
.CSV - Ensure there are no blank cells in the required fields
Step 3: Upload the File
- Log in to your domain:
yourdomain.8020rei.com - Navigate to Properties → Import Property
- Click "Import File"
- Select your file and upload
Step 4: Submit the Import
- Confirm the import
- The system will match properties by Property Address + Zip Code
- Tags will be assigned automatically to matched properties
?️ Tag Behavior
- Non-destructive: Existing tags will not be removed or overwritten unless the import uses the same tag name
- Flexible: You can re-import the same property with new tags at any time
- Additive: Tags from new imports will be added to the current list of tags
Post-Import Validation
To verify your import:
- Go to the Properties tab
- Open the Filter panel
- Search by the tag name (e.g.,
Tag = Audantic) to view all properties with that tag - This helps confirm the tagging was applied correctly
Tag Usage Across the Platform
Tags can be used to:
- Trigger or exclude properties from Action Plans
- Segment direct mail and skip trace lists
- Track vendor performance (e.g., Audantic, Launch Leads)
- Filter by DNC, Litigator, or custom internal classifications
Ensure that the tag name used in your import matches exactly with any filters or workflows configured in your system.
Need Help?
If you're unsure how to structure your file or want assistance reviewing your import before submitting:
- Contact your Customer Success Manager, or
- Email us at support@8020rei.com
We'll be happy to help ensure your tagging is clean, accurate, and effective for your workflow optimization.