This guide explains how to bulk update tracking tags in techTRACK using a CSV file.

You can add tags to existing trackings or replace their current tags, review upload results, and manage your upload history.

Download and Prepare the CSV File

1. In techTRACK, navigate to Track → Bulk Update.

2. Click Upload to open the upload dialog.

3. Click Download Template to download the BulkTagUpdate.csv file.

4. Open the downloaded CSV template and replace the example records with your own tracking information. Keep the three expected columns without adding or duplicating columns.

5. Save your completed file using commas as field separators.

CSV File Requirements

Your CSV file must meet the following requirements:

The downloadable template provides the recommended column names and order. You can use a different column order, but retaining the template structure helps prevent formatting errors.

Complete the following CSV columns:

Keep the following considerations in mind when preparing your tracking data:

• Tracking numbers: Preserve their original text, including leading zeros. Avoid spreadsheet formatting that converts tracking numbers into scientific notation.

• Carrier codes: Use configured Carrier codes. The template provides examples, but it is not an exhaustive list of supported Carriers.

• Duplicate entries: Include only one row per Carrier and tracking number combination. Subsequent duplicate entries will fail rather than merge.

• Tracking matching: The system identifies trackings using the Carrier, TrackingNumber, and current organization. If multiple historical records match, the most recently created matching tracking is updated. You cannot target a specific historical occurrence or account through the CSV.

Choose How Tracking Tags Are Updated

The Overwrite Tag checkbox controls how the uploaded tags affect existing tags. It is unchecked by default.

The system automatically trims surrounding spaces, removes empty tag entries, and prevents duplicate tags regardless of capitalization.

The resulting tag set must not exceed 255 characters, including comma separators. When Overwrite Tag is unchecked, this limit applies to the combination of existing and newly uploaded tags.

Upload the CSV File

1. In techTRACK, navigate to Track → Bulk Update.

2. Click Upload to open the upload dialog.

3. Click File to select the file to upload, and configure Overwrite Tag according to your intended operation:

• Leave Overwrite Tag unchecked to add tags while preserving existing ones.

• Select Overwrite Tag to replace existing tags with the values in your CSV file.

4. Click Upload to submit the file for processing.

Once the upload has been processed, you can review the number of successfully processed and failed rows. Continue to Upload result to determine whether any corrections are necessary.

Review Upload Results

To inspect an upload, locate its entry in the Bulk Update history table and select Actions → Upload result.

The Upload result dialog displays the following information:

Understand Upload Statuses

The Success column in the upload history indicates the overall outcome:

A file-level validation or processing failure prevents changes from that upload from being committed. In contrast, row-level errors generally affect only their corresponding rows.

If a CSV cannot be parsed, Source rows and Failed may both display zero despite an upload failure. Review Errors to understand the outcome.

Fix Upload Errors

If an upload contains failed rows, open Actions → Upload result and review the Errors field.

Errors generally identify the CSV row number, the tracking number when available, and the reason for failure. For a standard CSV with one record per line, the first data row is row 2, because row 1 contains the headers.

Common upload errors and their resolutions include:

Reupload Corrected Records

1. Review the Errors field and identify the affected CSV records.

2. Correct the invalid Carrier, TrackingNumber, or Tags values, or resolve any file-format errors.

3. If the original upload partially succeeded, prepare a new CSV containing only the corrected failed rows. If the entire file failed validation, correct and resubmit the affected file.

4. Reupload the file using the procedure described above.

5. Verify the Upload result using the procedure described above, and check the Updated, Failed, and Errors values.

Manage Upload History

The Bulk Update page maintains an accessible history of uploads from the last 90 days.

You can review uploads submitted by authorized administrators within your current organization, including files uploaded by someone else.

The history table contains the following columns:

Download an Uploaded CSV File

Locate the desired upload in the history table, click Actions for that upload, and select Download CSV to retrieve the originally submitted file, if it remains available.

The downloaded CSV contains the original uploaded data, not an error report or the previous tracking tag values.

Search and Filter Upload History

Use the following filters to narrow down entries:

• Search: Find uploads by matching part of the File name or Created By value.

• Advanced Filter: Open the advanced filtering dialog to filter uploads by creation dates and processing success.

The Advanced Filter dialog contains:

The Success checkbox supports three states:

• Indeterminate (minus symbol): Applies no success-status filter.

• Checked: Displays uploads with Success = Yes.

• Unchecked (empty box): Displays uploads with Success = No.

The Checked and Unchecked filters exclude uploads whose status is In progress.