Updating Existing Catalog Items
The CSV Upload feature allows Company Admins to easily update Catalog Items for existing Catalogs.
Access CSV Uploads
There are two ways to access CSV Uploads for Catalog Items:
- Navigate to your user drop-down menu in the top right hand corner, and then select CSV Uploads.
- In the "Choose Upload Type" menu that appears, select Catalog Items. Click the blue "+ CSV Upload"button to continue.
OR
- Navigate to the Items tab from the Navigation Bar
- Open the Catalog you want to add Items to
- In the top right hand corner, click on CSV Upload
Update Existing Catalog Items
If you'd like to edit Catalog Items that already exist in GoSpotCheck, click on "Update Existing Catalog Items."
Preparing Your File
When updating existing Catalog Items, the CSV file must contain the following required header. Your file must include the GSC ID in a column header named "id" for every Catalog Item being updated.
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Include the headers for all optional fields you'd like to update:
Plus, any additional custom property fields you've added to the system. |
- Custom property fields must be formatted as "p_<property_name>". For example, to update a "brand" property, the column header should be formatted as "p_brand. "
Edit Catalog Item Details
To modify Catalog Items details in your CSV file, find the row(s) representing the Catalog Items in need of modification and enter their updated details into the corresponding column.
For all updates, when a field is omitted, or its value in the CSV is blank, then the item’s pre-existing value for that field will be preserved.
You can remove pre-existing values for field by providing a value of “DELETE” for that field (relevant for custom_id, position, barcode, and property columns).
Edit Catalog Item Properties
If your company uses properties, you can:
- change any property value, by clicking into the cell and updating the text
- delete the contents of a place property cell by replacing the current text with DELETE
Disabling Multiple Catalog Items
You can also change the status of a Catalog Item from enabled to disabled in your CSV Upload.
- Find or Create the column header labeled "status"
- For each Catalog Item you wish to disable in GoSpotCheck, enter "disabled" in the "status" column.
Uploading Your File
- When you are ready to upload a CSV file, click Choose.
- Select the file you want to upload, and then click Open > Next.
- The system verifies that the CSV file you are about to upload contains the required columns. Click into the column name box (highlighted in blue) to match up the required columns and, if necessary, match them up to ones from your file and click OK.
- When finished, click Process CSV. You will receive confirmation that your CSV upload is in process. Once it completes, you see Completed in the status column.
In addition, you will receive an email message that your CSV Upload has completed.
- Open the appropriate Catalog(s) to view your Catalog Items updates in the system.
Locked Catalog
If a Catalog is locked you will not be able to edit its items. If you have any questions, please reach out to your Customer Success Manager.
You can tell a Catalog is locked by the visual indication on the Catalog Detail view. In addition, you will not see the CSV upload button.