Download and amend Locations data using CSV spreadsheets

Created by Ivy Thompson, Modified on Mon, 19 Feb, 2024 at 4:44 PM by Ivy Thompson

You can add or make amendments to your Location Data by downloading the CSV spreadsheets and uploading back into the system


 

Roles required
 

Admin role - Full access


 

Start downloading

  1. Go to Admin > Locations 
  2. Select More Actions and Download Locations
  3. You'll see a notification of the CSV template downloaded
  4. Open the CSV template from within your desktop download folder section
  5. Start editing data within the CSV download template
  1. Once you open the file you will see a full database of Locations Data currently sitting within the system
  2. If you do not have any Locations Data, the CSV download will only provide an empty CSV template which includes all headers:

 

Location Number 

Name

Address 1

Address 2

Address Postcode

Address Region

Address Town

Telephone

Country

Currency

IsActive

Location Type

Brand

Division

Sub Division

Language

Brand Cost Code

Location Cost Code

Operation Type

Site Contact

Size

LocationID 

Delivery Notes


 

 

7. All headers can be changed apart from Location Number. Once a Location number is created this can only be changed within Location Profile via Location Flip method


8. Once all completed, you can upload Location Data using CSV spreadsheets back into the system

 

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