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Managing Places via File Drop

This article covers how to:

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

NOTE: The Places folder must be configured prior to your first upload. Configured folders include a PDF document that outlines the configuration settings. Don't see the document? Talk to your Customer Success Manager to configure your folder. 

1. Prepare your upload file

Your upload file should include one record (row) for each Place you wish to add to, or update in GoSpotCheck. The headers in your file must include the field (or combination of fields) you've selected to serve as your primary key for matching records across your file and GoSpotCheck. Additionally, it should include headers for any fields you intend to update.

Upload File Example

custom_id* name p_banner
205 Fry's Marketplace Kroger
305 King Sooper's Kroger
405 Bakers  

 

NOTE: Leaving a field blank in the upload file (like Bakers 405, above) deletes that field in GoSpotCheck.

2. Upload your file

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

Files uploaded to the Uploads folder are first matched to existing places in GoSpotCheck. This is an important step as it prevents the creation of duplicate records. 

An exact match on the matching primary key is required (field(s) in the file match identically to the Place in GoSpotCheck) . Exact matches are case sensitive. Be mindful of leading zeros as spreadsheet programs often remove these by default.

The matching step also determines which Update Actions should take place.

3. 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: places/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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