Assign products

Overview

Each Tapify Card comes with a unique product-ID, which is generated when an order is placed. Once assigned to a user, the Tapify Card will automatically display the Tapify Profile once scanned. In Settings > Products you will find a small overview of your products that belongs to the workspace.

Manage products

Unassigned products

After you've placed an order, we'll create product-ID's based on the quantity ordered and add them to your workspace. These IDs will be shown as to unassigned, which are products that haven't been allocated to a user yet, so they're ready and waiting to be used!

Assign products

Scanning the product

One of the simplest ways to assign a product to a user is by physically handing the card to the person. When the person scans the product using a smartphone, they will be prompted to fill in their email. After that, the product will be automatically assigned to their Tapify account. From now on, it will show their Tapify Profile when scanning the product.

Through user settings

You can also assign a product to a user via their individual settings. Follow these steps:

1. Navigate to the user you wish to assign a card to.

2. Click on the three dots and select Settings.

3. Here, you can assign a card number to this user.

4. Once added, the Tapify Card will automatically activate, displaying the Tapify Profile of this user.

By bulk import

For efficient management and mass product assigning, you can use the product-ID's in the bulk import feature. Here's how:

1. Request your card numbers by contacting us on support@tapify.io.

2. You'll receive an CSV file with all unassigned product-ID's.

3. You can then use this file in combination with an CSV bulk import of users. Add the product-ID's to the respective users in the CSV file.

4. When the CSB file is uploaded, the product-ID's will be automatically assigned to the designated users.