> CSV Import

The CSV import feature allows you to add multiple locations to your store at once by uploading a CSV (Comma-Separated Values) file. This is particularly useful when migrating from another system or setting up multiple locations in bulk.

CSV File Format

Your CSV file should include the following columns:

• name - Location name (required)
• address1 - Street address
• address2 - Apartment, suite, unit, etc.
• city - City name
• province - Province or state
• country - Country name
• zip - ZIP or postal code
• phone - Phone number
• fulfillsOnlineOrders - "true" or "false"
• hasLocalPickup - "true" or "false"
• hasLocalDelivery - "true" or "false"
• active - "true" or "false"

Preparing Your Data

1. Download the template:
   • Go to the Import page
   • Click Download Template to get a CSV file with the correct columns
2. Fill in your data:
   • Use any spreadsheet software (Excel, Google Sheets, etc.)
   • Enter your location information
   • Save as CSV format

Importing Locations

1. Navigate to the import page:
   • Click Import in the locations table toolbar
   • Or use the Import button on the locations page
2. Upload your file:
   • Drag and drop your CSV file into the upload area
   • Or click to browse and select your file
   • Maximum file size: 10MB
3. Preview and select:
   • Review your data in the preview table
   • Select which locations to import
   • Fix any formatting issues if needed
4. Start import:
   • Click Import Selected to begin
   • Monitor the progress bar
   • Wait for confirmation message

Column Mapping

The importer recognizes various column names for flexibility:

Location Name

• name
• Name
• LOCATION_NAME

Phone Number

• phone
• Phone
• telephone
• Phone Number

Address Fields

• address1 / Address1 / ADDRESS1
• address2 / Address2 / ADDRESS2
• city / City / CITY
• province / Province / state / State
• country / Country / COUNTRY
• zip / Zip / postal_code / PostalCode

Settings

• fulfillsOnlineOrders / online_fulfillment
• hasLocalPickup / local_pickup
• hasLocalDelivery / local_delivery
• active / Active / Status

Custom Fields in CSV Import

You can include your custom fields in the CSV import. For each custom field you want to import:

1. Add a column with the header format: custom.field_key
   • Example: For a custom field "Square Footage", use custom.sqft
   • The field_key should match the key you used when creating the custom field
2. Enter values according to the field type:
   • Text fields: Any text value
   • Number fields: Whole numbers or decimals (based on field type)
   • True/False fields: Use "true" or "false"
   • Date fields: Use YYYY-MM-DD format
   • Date & Time fields: Use YYYY-MM-DD HH:MM:SS format
   • URL fields: Valid URL starting with http:// or https://
   • Color fields: Valid hex color code (e.g., #FF0000)

Example Custom Field Headers

• custom.sqft_front - Square footage of front area (number)
• custom.has_parking - Whether location has parking (true/false)
• custom.opening_date - When the location opened (date)
• custom.store_manager - Name of store manager (text)

Best Practices

• Keep your CSV file under 10MB
• Use UTF-8 encoding for special characters
• Double-check phone number formatting
• Verify addresses are correct
• Use the preview feature to catch errors
• Import in batches if you have many locations

Troubleshooting

Common issues and solutions:

1. File Too Large
   • Split your data into multiple files under 10MB
   • Import one file at a time
2. Format Errors
   • Ensure your CSV uses commas as separators
   • Remove any special formatting
   • Check for extra spaces in column names
3. Missing Data
   • Verify required fields are filled
   • Check column names match the template
   • Look for hidden characters or spaces
4. Phone Numbers
   • Use consistent formatting
   • Include country code if needed
   • Remove special characters