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Managing InfoURLs via File Drop

Admin users can efficiently populate InfoURLs to existing GoSpotCheck Places, Missions or Tasks using our Bulk Content Management Service. This service allows admins to edit and update InfoURLs via SFTP File Drop to GoSpotCheck's file servers. 

This article covers how to:

  1. Host your content
  2. Prepare your file
  3. Upload your file
  4. Review success and error reports

1. Host your content

There are two types of content that can be associated with a Mission, Place, or Task: externally hosted content and GoSpotCheck hosted content.

  • Externally hosted content is content that is already published and accessible on the web, such as a link to a YouTube video or a website. If your content is already hosted on the web you can continue to the next step.
  • GoSpotCheck hosted content is content, such as a PDF file or JPEG image that is not currently hosted on the web. The file may currently only exist on your computer. In this case, you need to have the content hosted so that it is accessible through a url link.

Fortunately, hosting content through GoSpotCheck is easy. To create a GoSpotCheck hosted InfoURL, simply add your files to the Content Folder (📁 PATH: info_urls/content/ folder) and we will handle the rest.

IMPORTANT: Always upload your content before uploading your template file.

2. Prepare your upload file

The role of the upload file is to outline which url should be associated with a Mission, Place, or Task. The rows in the file represent each piece of content to be added, updated or deleted. The columns headers in the file define the GoSpotCheck Object Type, The Record ID, and a link to the content.

  • type is the type of record the url is being associated with. This can only be Mission, Place, or Task.
  • record_id is the GoSpotCheck record identifier. The simplest way to retrieve a record id is to export the mission or place from GoSpotCheck as a CSV file. Once exported, you can copy the id field into your template.
  • content is the file name in the info_urls/content/ folder. Ensure that the file extension (.pdf, .jpg, .png, etc…) is included. If the content is externally hosted, copy and paste the full URL. 
TIP: To delete an info_url, leave the content field blank.

Upload File Example

type record_id content
Mission 100 Q1_Planogram.pdf
Place 200  
Task 300

In the example above:

  • The InfoURL for Mission 100 is a GoSpotCheck hosted URL, and therefore only includes the file name uploaded to the content folder.
  • The InfoURL for Place 200 is blank, which will delete the current InfoURL for Place 200. 
  • The InfoURL for Task 300 is linked to an externally hosted YouTube video, so the full URL is included.

3. Upload your file

When you're satisfied with your file, save it and drag it into the Uploads folder in your SFTP client (📁 PATH: info_urls/upload). Files are picked up and processed approximately every 10 minutes. 


4. Review the success and error reports

Once your uploaded file has been picked up and processed, it will be moved to a timestamped Results folder (📁 PATH: info_urls/results/{timestamp}).

  • If successful, results will be written to a file of the same name with the suffix _success.csv.
  • If there are errors, an error file will be written with the suffix _error.csv.

It can take several minutes for the log files to be written. Review the error files to determine what corrections need to be made before re-uploading the upload file.

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