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Uploading Locations

A guide for the mass upload of locations

  • Location can be loaded via .csv file on the backend 
    • If a customer is requesting addition of more than 5 locations, this feature is the most efficient tool, if less than 5 manual creation (see Adding Locations) is the best use of time
  • Start by downloading a clean copy of the template
  • Use an existing data request form to fill in the template
    • If no form exists, send a new one to customer or request a spreadsheet of locations they would like added
  • Fill in all fields required fields *
    • Title*
      • Name of location that will displayed and searchable on front or back ends
    • Region
      • Not required
      • Customers can add an identifier to differentiate between regions for reporting purposes

       
      • Common naming conventions are geographical (Midwest, South, etc.) or the name of a regional manager
    • Address*
      • Primary address field
      • Where possible replace street names with abbreviations for easier verification
        • Ex. Instead of "123 Main Street" use "123 Main St"
    • Address 2 
      • Not required 
      • Secondary address field
    • City*
    • State*
    • Zip Code*
      • If the zip code begins with 0 be aware your selected program (excel or sheets) might try and delete 
        • Add a single ' in front of the zero to  prevent this
    • Phone
      • Format should be (xxx)xxx-xxxx
    • Number of units 
      • Not required
      • Useful for tracking purposes
    • Skip Verification
      • Add “Y” or "N" depending on if you want to bypass verification
      • HIGHLY SUGGESTED you use verfication
        • Not verifying will prevent auto geocoding which is critical for some vendors to function.  
        • If you skip on upload, you will have to geocode manually after the fact
    • Exempt From Membership Fees 
      • Add “Y” or "N" depending on if you want to bypass verification
      • Doing this exempts on the property level not the customer
      • If a customer is already exempt from membership fees, exempting properties becomes redundant
    • Assigned Members
      • Not required
      • Add user ID to this field to assign members 
      • In general, uploading locations before users is the accepted order of operations
  • Once complete, download a copy of the sheet as a .csv file
  • Proceed to the correct customer page
  • Once selected, click "Locations" from the left hand navigation bar
  • In the upper right corner select "Import Locations"
  • Select your recently completed .csv file after clicking "Choose File"
  • Click "Upload"
  • A green bar will appear with a link to check progress
  • Click the link and you will be taken to status screen similar to this
    • If the status shows "Not Imported due to errors" click "Download me" by "Result file path"
      • The resulting excel sheet will show any errors on the upload 
        • Typically errors are due to address format or standardization, the system typically provides the standardized versions
        • If the system will not accept an address and has no suggestion as to what it should be, proceed to USPS site and search for a valid address to use
          • If address is still not accepted, consider marking "Y" under Skip Verification
      • After correcting the errors, retry the download as many times as needed to clear the errors
        • If you are still unsuccessful in downloading, slack #product-updates with the issue(s) along with steps you have taken to resolve
  • Once you get a screen confirming upload, return to the customer page and confirm locations were added as desired
    • Confirm that all locations are geocoded with latitude and longitude added
      • Geocoding is necessary for location based vendors (Sherwin Williams) to function
      • If these fields are empty, use a GPS Converter to obtain the proper coordinates