Location Importer

If you click the Logs button in the top right, it will show you the last 10 imports that were performed. You can also pull the file that was imported for each of them too by clicking the File link on the right side (See Below).

To start a location import, go to Imports tab, then Locations. To upload a file, either click or drag it into the designated box. When a file is selected, it will now allow the user to preview the file before selecting to upload as shown below. Click 'Upload' to start the process.

Once the file has been uploaded, it will begin the process of importing the information and will provide a status of the process.

The status will change to complete once it has finished the process. It will also update the appropriate columns with the number of records that were created, updated, unchanged or if errors were found. If errors are found, they can be fixed in the file and uploaded again.

When you click on the Missing Lookups link, a screen will appearing showing you the Table that contains the missing information.  You can then select the to add the Value or the Mapping icon  to map the value to an internal value that has already been added to the system.   You can choose the  button to add one record at a time or choose the  button which allows you to add missing lookups more efficiently, saving each new record or mapping and advancing to the next record automatically.