In this article
Objective
Use Import/Export to add Points in bulk to your instance of Coconut or perform a mass update on existing Points.
NOTE: Points is a component of Branch Locator. Branch Locator is an add-on feature. Please connect with your Customer Success Manager to get started.
Steps
To perform a Points import, you’ll need to download the .csv template file, complete the file as indicated, and import it into your instance of Coconut.
NOTE: Coconut currently supports an import limit of up to ~500 Points records.
Download the .csv template file
From the navigation menu, click Import/Export
From Data Type, select Points
Click Export Data to download a template in the supported format to use for the Points import
NOTE: If you have not added a Point to your instance of Coconut, the download will include only the column headers
When Export Data is clicked, an audit operation is performed on the Points data that exists in your instance of Coconut. If this is not the first time you are adding Points to your instance of Coconut and you have received an error message, skip ahead to Resolve formatting errors.
Complete the .csv file
Navigate to where the downloaded .csv template is located on your device
Save the .csv template file to your desired location, based on your organization’s best practices and/or policies
Open the .csv file and complete based on the following parameters:
NOTE: Your .csv template may include additional fields depending on your Coconut package and what add-ons (if any) are included; furthermore, values included in the table below may or may not apply to your instance of Coconut, depending on your package
Field | Description | Required/Optional |
external_id | A unique identifier that represents the Point outside of your instance of Coconut | Required |
new_external_id | Used to update the external_id to a new value (leave blank if no update required) | Optional |
name | The name of the Point | Required |
address | The street address of the Point | Required |
city | The city of the Point | Required |
prov_state | The 2-character province or state code for where the Point is located (for example, ON = Ontario, NY = New York) | Required |
country | The 2-character country code for where the Point is located (for example, CA = Canada, US = United States) | Required |
postal_zip | The postal code or zip code for where the Point is located | Required |
information | The details shared as an info badge for the Point when the Point’s details pane is viewed during the online client experience (information displays in the Optional Point Messaging field for the Point) | Optional |
lang | The display language for the Point (EN, FR, ES are available options) | Optional |
latitude | The latitude value for the Point | Optional |
longitude | The longitude value for the Point | Optional |
google_place_id | The Google Place identifier that corresponds to the Point | Optional |
formatted_address | The street address, city, province/state, and postal/zip code of the Point (separated by commas as noted; this will be automatically generated using the other address fields but can be used for formatting updates) | Optional |
phone | The phone number that will be associated with the Point | Optional |
The email address that will be associated with the Point | Optional | |
tag_external_ids | The external ID of a Location Feature that is applied to the Point (Points may have multiple Location Features associated with them, each separated by a comma) | Optional |
Import the .csv file
From the navigation menu, click Import/Export
From Data Type, select Points
Do one of the following:
Drag and drop the completed .csv file onto the upload target
Click or select from your computer to upload the .csv file
Verify the .csv file is without errors by reviewing the confirmation message that displays upon upload
NOTE: If the Import button does not activate, it indicates there are errors in the .csv file; click Show Errors to review a list of row items in the .csv file that require correction, correct the errors, and re-upload the corrected .csv file (review Resolve formatting errors for more info)
NOTE: If the Import button activates, it indicates that the .csv file is formatted correctly; details of what will be imported display for your review
Click Import
Importing Points into Coconut
The Points are imported, and can be accessed by navigating to Points.
Resolve formatting errors
From the error message, click Show All
A details list displays; review the details to confirm what updates are required to which Points
Complete the required updates by navigating to the existing Point(s) and updating required fields or updating within the .csv file
The following demonstrates resolving formatting errors by reviewing the errors and updating a revised .csv file. While the example shows a Staff import, the same steps apply.
Resolve external_id errors
An external_id is required for each Point. This identifier enables a database restore should any error occur during the import process. If the error message notes that external_ids are missing, they can be added by either auto-generating an ID or manually inputting an ID.
Auto-generate an external_id
From the error message that displays, click Generate external IDs
An external_id is automatically generated for each item missing the field
Example of an auto-generated external_id: coco_point_da62fc03-986a-4184-a8aa-c44ccf108891
You can now continue with the import process.
Manually generate an external_id
From the error message that displays, click Show All
Note the Points where an external_id is required
From the navigation menu, click Points
Navigate to a Point that requires updating
Click the Lock (🔒) icon to unlock the field
Click Confirm
Enter your desired External ID
Click Save
Repeat steps 4 and 5 for each Point that requires updating
You can now continue with the import process.
A note on access and visibility
Admin users can import/export Points.