Overview
As a courtesy, the Kolleno team can assist with a one-time bulk assignment of tags to customers. It usually happens during your onboarding.
Required Format
Your CSV file should contain the following columns:
Column | Description |
| One of: customer reference, Kolleno unique ID, your ERP unique ID. |
| The tag you want to assign to that customer. |
Example CSV:
customer_ref,tag_name
CUS001,enterprise
CUS002,sme
Notes:
Tags will be created automatically if they don’t exist.
Multiple rows can assign the same tag to different customers.
Each row represents one customer–tag relationship.
How It Works
Customer Matching
Customers are matched based on the selected identifier — you can choose from:ref= the reference visible to customers.id= Kolleno ID of the customer.source_id= the ERP ID of the customer.
Tag Creation
If a tag doesn’t exist, it will be created automatically with a default color.Tag Assignment
New tags are added to existing customer tags. Existing tags are never replaced or removed.CSV Validation
The system checks that the CSV follows the required format before processing.
Sending the File
When sending the CSV to Kolleno Customer Support, please:
Confirm which field is the unique identifier (example: customer reference)
Ensure all users listed already exist in Kolleno
Provide the file with plenty of time in advance
Important Notes
This import is done manually by the Kolleno team. Please limit the number of requests.
Kolleno will aim to process the file as soon as possible, but no timing guarantees can be made.
Ensure the CSV file is UTF-8 encoded, uses commas as separators, and encloses values in double quotes (especially if values contain commas or special characters).
