Zip Code Format
Sometimes when you import data, the ZIP codes that start with 0 get automatically removed. This can cause errors in your data. To make sure this doesn’t happen, select the ZIP column and then choose the “TEXT” format. This will make sure that all of the data in the ZIP code stays in the cells.
Location ID Duplicates
You can’t upload a location if it already exists. This happens when the location has the same identifier. To find out if this is the case, you can use conditional formatting. This feature will help you find duplicate values quickly. First, select the LocationID column. Then, perform the conditional formatting.
Location ID Duplicates
The maximum amount of characters for Short & Long description are 200 & 1000 characters respectively. Should you exceed this limit, you will get an error upon importing the file.
If you would like to identify which cells have more than 200 characters, you can use conditional formatting to highlight the cells by following the steps below:
- select First cell in short description
- Conditional formatting –> New Rule
- Style:Classic then Select “use a formula to determine which cell to format”
- Enter following formula =len(A1)>200
Address Display & Auto-Sync
If these fields are blank upon import, you will got a notification message upon import. Please insert True or False in these columns always when doing the import.
True: Auto-sync On, Address Display
False: Auto-sync OFF, Hide Address
Another option would be to select “skip these column” while doing the import.
Modify Location’s Coordinates
If you need to change the coordinates, you will need to use the Import feature. Please follow these steps:
- Click on the Locations tab on the menu
- Get the location data export file, by clicking Export
- Update the latitude and longitude for the affected location(s) by updating the columns “lat” and “lng” in the export file and save it
- Click Import and upload the updated fill
Opening Hours Formatting
- To quickly identify/convert whether you are following the correct format for the opening hours etc: Mo=09:00-12:00&13:00-16:00; is to use the find&replace function in excel.
- Replace the hours: If your data is structured in AM/PM format- you can search for example 02:00PM and replace with 14:00.
- Make sure “,” are not there Find: , replace with: ;
- Make sure no “Empty” characters are there: Find: (enter space) , replace with: (Leave Blank)
Best Practices
Account Creation
With the import function, you have the possibility to directly create accounts in the platform. (No need for them to be created manually first in the platform)
However, it is important to note that the account will be named as the first location under that account, so it is recommended to enter the platform and change the name after importing to keep the account clean.
Photos
If you would like to choose the same logo or picture for all locations, you can add the photos manually in the platform for one location, do an export and then copy-paste the URL to all locations.
