Operations Locations - Mass Update Locations by Import
Select "Locations"
You have the ability to mass update your warehouse or location information by importing. To do this, log in to the Operations Portal and select "Locations" from the menu options.
Click on the "Show/Hide Columns" icon
The "Locations" screen has all of your existing warehouse location information. To begin the process of mass updating this information, you will need to customize the screen to display the data you wish to update. Select the "Show/Hide Columns" icon to view the available columns.
De-select the checkbox
To remove a field from your view, de-select the checkbox.
Select the checkbox
To add a field to your view, select its checkbox.
Apply filters
Once you've chosen the fields or columns you want to update, you can also use the filtering capabilities to further customize your view. While this is not mandatory, it is available. For this example, we will filter the "Active" column by "Yes" to showcase only the active locations.
Click on "File"
After you have customized the screen to show the data you want to update, click on "File" to begin the export process.
Click on "Export"
Select "Export". This export will have the needed header row and data that will be used for importing back into the system when using the locations "Data" screen.
Click on "Save"
Then, click "Save" to save the file to your computer. If exporting a large amount of data, it may take a few minutes for the export to finish. The file will be downloaded and saved to your computer.
Header Row
You can see in this sample export that we have the header row that is needed to import data, and also the exported locations data.
"code" = warehouse code
The "code" column contains the warehouse code. When importing data, the code is required as it is the identifying factor for matching information.
"name" = warehouse name
The "name" column contains the name of the warehouse - while not required for importing, it can be a helpful reference when updating data. You can also make any needed updates to the names, and update with this import if you would like. If you do not wish to update the "name" data, then just remove the column before importing - or you can add an extra character to the name header, and the column will not update with the import.
Update data in the spreadsheet
Update any of the information. You can delete data, edit existing data, or add new data at this time. Once you have entered the data that you would like to update, save your spreadsheet as .CSV file which is spreadsheet compatible and your file is ready to import. Be sure the spreadsheet you are using only contains the data that you would like to update by import. If you remove data from a cell, the data imported into the system will be blank for that field on that category.
Confirm information
Once you've updated and added information, confirm it is correct before proceeding. Please be sure that you have the correct data in the spreadsheet as there are no rollbacks for imports.
Click on "File"
Once your CSV file has been downloaded, head back to the "Locations" screen in the Operations Portal. Select "File" to begin the uploading process.
Click on "Import"
Click "Import". In order to import data, you will need to be set up as an "administrator" or "superuser" or have the roles of: importEdit & importView.
Choose an import option
After selecting "Import", three options will appear. Since we are only updating data at this time, you will want to choose the "Update Only" option.
Select and upload the .CSV file
After selecting an import option, the system will prompt you to choose a file from your device to upload. If you are importing large amount of data, it may take a short amount of time to complete. The import will continue to run in the background.
Import Report
Once the import is complete, you will receive an email with the report of your import.
