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Updating Exisiting Catalogs

The CSV Upload feature allows Company Admins to easily update Catalog details for existing Catalogs.

Access CSV Uploads

There are two ways to access CSV Uploads for Catalogs:

  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 Catalogs. Click the blue "+ CSV Upload"button to continue.


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OR

  1. Navigate to the Items tab from the Navigation Bar 
  2. In the top right hand corner, click on "Upload CSV"

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NOTE: The following steps will be the same regardless of the path chosen to reach the upload tool

Update Existing Catalogs

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

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

Preparing Your File

When updating existing Catalogs, 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 being updated. 

 
  • id

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

 
  • scannable
    • Set to 'True' to enable barcode scanning for this catalog. If no value is provided, it will default to 'False'
  • dynamic
    • Set to 'True' to enable automatic catalog scoping by a shared place-catalog item property. If set to 'True', you must provide a valid property for 'dynamic_property_name'. If no value is provided, it will default to 'False'
  • dynamic_property_name
    • Only provide a value if the 'dynamic' field is set to 'True'
  • status
    • Activate or deactivate this catalog. Choose from values: 'Active' or 'Inactive'. If no value is provided, it will default to 'Active'
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 you wish to update as well as any header with content that is changing. In other words, if the Catalog is not changing, delete the row; and if the Catalog name, for example, is not changing, feel free to exclude or delete that column from your CSV file.

 

Edit Catalog Details

To modify Catalog details in your CSV file, find the row(s) representing the Catalogs 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 Catalog's pre-existing value for that field will be preserved.

Deactivate Multiple Catalogs

You can also change the status of a Catalog from active to inactive in your CSV Upload. 

  1. Find or Create the column header labeled "status"
  2. For each Catalog you wish to deactivate in GoSpotCheck, enter "Inactive" in the "status" column.
NOTE: The inverse is also true here; to activate Catalog that are currently inactive, you can enter "Active" 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.

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  • Verify the Catalogs has been updated by revisiting the Items tab.
If you receive errors on your Updating Catalog upload, please read this article on resolving CSV Upload errors.
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