In this article

• Objective

• Steps

  • Download the .csv template file

  • Complete the .csv file

  • Import the .csv file

• Resolve formatting errors

  • Resolve external_id errors

• A note on access and visibility

Objective

Use Import/Export to add Tags (Location Features) in bulk to your instance of Coconut or perform a mass update on existing Tags (Location Features).

NOTE: Tags (Location Features) are 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 Tags 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 Tags (Location Features).

Download the .csv template file

1. From the navigation menu, click Import/Export

2. From Data Type, select Tags

3. Click Export Data to download a template in the supported format to use for the Tags import

   • NOTE: If you have not added a Tag (Location Feature) 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 Tags data that exists in your instance of Coconut. If this is not the first time you are adding Tags to your instance of Coconut and you have received an error message, skip ahead to Resolve formatting errors.

Complete the .csv file

1. Navigate to where the downloaded .csv template is located on your device

2. Save the .csv template file to your desired location, based on your organization’s best practices and/or policies

3. 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

Import the .csv file

1. From the navigation menu, click Import/Export

2. From Data Type, select Tags

3. 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

4. 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

5. Click Import

The Tags are imported, and can be accessed by navigating to Settings>Location Features.

Resolve formatting errors

1. From the error message, click Show All

2. A details list displays; review the details to confirm what updates are required to which Tags

3. Complete the required updates by updating required fields within the .csv file

You can now continue with the import process.

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.

A note on access and visibility

Admin users can import/export Tags.