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

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.

Advanced Configurations 

Using the Advanced Configurations for Places allows you to Create and Update Places in a single upload. Select the “Use Advanced Configuration” checkbox to see the options.

Configurations:

• When an existing place is matched to your row, how would you like to update this place?
  • Options:
    • Update only the place attributes that have present values in the row
      • If the CSV value is blank for a given Place attribute, the property's pre-existing value will persist. Enter the value 'DELETE' to remove the pre-existing value.
    • Do not update the place
      • The values from your upload will not be reflected in the GoSpotCheck database
  • If an existing place cannot be matched to your row, what would you like to do?
    • Options:
      • Create new place
        • A new place will be created
      • Ignore row
        • The values from your upload will not be reflected in the GoSpotCheck database
  • Select the place attribute you would like to use to find existing places. The place will be found using a case-insensitive lookup.
    • Options:
      • GoSpotCheck ID
        • Places will be matched on the GoSpotCheck ID
      • Custom ID
        • Places will be matched on the Custom ID field

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

*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. If you selected Custom ID as part of your Advanced Configurations, custom_id will be required.

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.

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.

• 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.