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Adding Multiple New Places

The CSV Upload feature allows Company Admins to easily add multiple Places at the same time into your GoSpotCheck account.

Access CSV Uploads

There are two ways to access CSV Uploads for Places:

  1. Navigate to your user drop-down menu in the top right hand corner, and then select CSV Uploads
  2. In the "Choose Upload Type" menu that appears, select Places. Click the blue "+ CSV Upload"button to continue.

OR

  1. Navigate to the Places tab from the Navigation Bar 
  2. In the top right hand corner, click on CSV Upload
NOTE: The following steps will be the same regardless of the path chosen to reach the upload tool

 

CSV Upload Overview

The first time you use the CSV Upload feature, you receive a message that outlines the steps of the upload process. If you prefer to not see the message again, check the box then click Ok, let’s go.

Adding Multiple New Places 

The CSV Upload tool allows you to add multiple Places at once. To add new Places, select Create New Places.

NOTE: You cannot upload a file that contains a combination of new and existing Places.

 

Preparing your Places File

To begin, you will create a CSV file. When updating existing users, the CSV file must contain the following required header:

 
  • name
  • address
  • city
  • state
  • postal code

Include the headers for all optional fields you'd like to update:

 
  • *custom_id
  • country
  • info_URL
  • latitude
  • longitude
  • place_group_[number]
  • place_group_[number]_action

Plus, any additional custom property fields you've added to the system.

*custom_id: while not a required field, including a unique custom_id from your master database is extremely helpful for data maintenance down the line

TIP: For help getting the column headers just right, you can download an Example CSV to start from.

Uploading Your New Places CSV File

  • When you are ready to upload your CSV file, click Choose.
  • Select the file you want to upload, and then click Open > Next.

Select the file you want to want to upload. The system verifies the columns provided in your CSV file.

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Prior to processing your file, you are able to review the data to be uploaded one last time. From this location, you can edit each column as needed, start the process over, or proceed to processing the CSV.

Uploading your File 

Upon clicking Process CSV, you will be directed to a CSV Uploads status screen. In the status column, you'll see either In Progress or Completed.

GoSpotCheckCSVupload.jpg

  • Click Places to verify the new places have been added.

Once the upload is complete, you will receive an email confirming the amount of successful records uploaded as well as if there were any errors.

Places_CSV_Upload_Completed_for__example_new_places_import_performance-trackers-inc__1__csv__-_beth_gospotcheck_com_-_GoSpotCheck_Mail.jpg

If you receive errors on your new Places upload, please read this article on resolving CSV Upload errors.
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