Can you import or round-trip edit Tags?

Author: Jakob Khazanovich

Date: June 30, 2025

Audience: Everyone

Environmental details: Jama Connect Instances

Summary

Tags can be added to items in Jama Connect either directly through the UI or via the REST API. However, tags cannot be added or modified through Excel imports.

Solution

If you have tags listed in an Excel file that you’d like to import into Jama Connect, there are two recommended options:

Option 1: Use a Placeholder Field and Batch Edit

If your tags exist as comma-separated values in Excel:

1. Create a Placeholder Field

   Add a new Text Field to the desired item type in Jama to temporarily hold tag values. (Requires Admin permissions)

2. Import via Excel or Round-trip

   Import your Excel file, mapping the column with tag values to the placeholder field.

3. Filter and Group Items

   Use filters to group items by the tag values in the placeholder field.

   

4. Batch Edit to Apply Tags

   Select all items in the filter results and use batch edit to add the appropriate tags.

5. Repeat as Needed

   Repeat the filtering and batch edit process for each unique tag value.

6. Clean Up

   After applying all desired tags, remove the placeholder field from the item type configuration. (Requires Admin permissions)

Option 2: Use the REST API endpoint for Tags to edit tags via a script

Cause

Tags cannot be mapped during the Excel import process, so they must be added manually, through batch editing, or via the API. 

References

• Developer Resources
• Request a Solution Offering or Training from the Success Catalog

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