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Updating Existing Catalog Items

Feature Coming Soon!

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:

  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 Catalog Items. Click the blue "+ CSV Upload"button to continue.


Screenshot 2024-02-21 at 12.34.37 PM.png

OR

  1. Navigate to the Items tab from the Navigation Bar 
  2. Open the Catalog you want to add Items to
  3. In the top right hand corner, click on CSV Upload

Upload_CI_Import button.png

NOTE: The following steps will be the same regardless of the path chosen to reach the upload tool
You will only see the Items link displayed in your menu bar if you have at least one Catalog available in GoSpotCheck. To upload a Catalog, please contact your Customer Success Manager. 

 

Update Existing Catalog Items

If you'd like to edit Catalog Items that already exist in GoSpotCheck, click on "Update Existing Catalog Items."

Upload_CI_Create or Update.png

 

NOTE: You cannot upload a file that contains a combination of new and existing Catalog Items. Read more on adding multiple NEW Catalog Items via the CSV Upload tool HERE.

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. 

 
  • id

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

 
  • name
  • *custom_id
  • position
  • barcode
  • status

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. " 
TIP: For help getting the column headers just right, you can Download an Example CSV to start from.Screen_Shot_2019-02-06_at_12.37.53_PM.png
PRO TIP:  Your CSV file only needs to include the GSC ID of Catalog Items you wish to update as well as any header with content that is changing. In other words, if the Catalog Item is not changing, delete the row; and if the item name, for example, is not changing, feel free to exclude or delete that column from your CSV file.

 

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
NOTE: You cannot create new property keys by adding a new "p_property" header to your file. Please contact your CSM if you need to create additional property keys for your Catalog. 

 

Disabling Multiple Catalog Items

You can also change the status of a Catalog Item from enabled to disabled in your CSV Upload. 

  1. Find or Create the column header labeled "status"
  2. For each Catalog Item you wish to disable in GoSpotCheck, enter "disabled" in the "status" column.
NOTE: The inverse is also true here; to re-enable Catalog Items that are currently disabled, you can enter "enabled" 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.

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  • 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.


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Click the corresponding Details button to view more information on the success of the upload. If errors are present, you will view a message alerting you that errors were found.

In addition, you will receive an email message that your CSV Upload has completed.

Screenshot 2024-02-21 at 1.44.13 PM.png

  • Open the appropriate Catalog(s) to view your Catalog Items updates in the system.
If you receive errors on your Updating Catalog Items upload, please read this article on resolving CSV Upload errors.

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.

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