This bulk uploader can be used to create new Locations in bulk or update Locations in bulk. The Location uploader is only available in Standalone facilities at this time.
Use this uploader to:
- Import Locations when getting started with Canix
- Update Location fields such as SqFt, Number of Lights and Parent Location
In this article learn how to:
- Understanding Locations
- Import New Location
- Update Existing Location
Understanding Locations
There are three (3) types of locations:
- Root Locations (aka: Facilities) = Locations that DO NOT have any Parent Location. These are top-level locations which must have a license associated with them to exist. You must create Facilities using Canix Facility Management.
- Parent Locations = Locations that have one or more (1+) Child Locations. These locations can be, but are not required to be, Root Locations.
- Child Locations = Locations that DO have a Parent Location. A Child Location can NEVER be a Root Location.
Here is an example of a single root facility, Cultivation Facility, that has a few Parent Locations as its Child Locations, and each of those having one or more Child Locations within child locations.
Cultivation Facility [ ROOT FACILITY ]
-> Nursery
----> Clone Room
----> Seedlings Room
--------> Bay 1
--------> Bay 2
-> Vegetative Room
----> Grow Room 1
----> Grow Room 2
----> Mother's Grow Room
-> Flowering Room
----> Bank A
----> Bank B
----> Bank C
-> Trim Room
----> Workstation 1
----> Workstation 2
-> Processing
----> Secure Biomass Storage
----> Hash Lab
----> WIP Storage
-> Warehouse
----> Receiving
--------> NCI Storage
--------> Cannabis Holding Storage
----> Shipping
--------> Packaging
--------> Finished Goods Vault
--------> Shipping Bay 1
--------> Shipping Bay 2
IMPORTANT NOTE: A location DOES NOT have to be a Root Location to be a Parent Location. In our example above, the Nursery location is a Parent Location to: Clone Room, and Seedlings Room, but it is not a Root Location. If you want to define a Root Location while using the Locations Bulk Uploader, it is important you have a map, similar to the above, and know the hierarchy of your locations.
Some questions to test your understanding of this:
- What is the Parent Location of the
Hash Lab?
Answer: Processing
- What is the Parent Location of the
Warehouse?
Answer: Cultivation Facility
- Is
Processinga Root Location?
Answer: No,Processing's Parent Location is the Root Facility:Cultivation Facility,
Import New Location
1. Navigate to Admin > Facility Data Uploader and select “Locations” in the top left hand dropdown. Then select “Download Template”:
From the download template modal, choose “With no existing data” to download the CSV template for Locations.
2. Fill in the template with your Location data, the following fields are available:
| Field | Description |
| Name* |
The Name of the Location. Locations can be used for Cannabis & Non-Cannabis Inventory If the Name of an existing Location is included the data for that Location will be updated. |
| Facility License #* | Indicates the Facility License Number assoiated with the Location. You must have a Facility License # associated with a Root Location/Facility. |
| Location Type | For Standalone facilities there is only one location Type, this field can be left blank. |
| Parent Location |
The value you assign to this field is the Name of the Location within which the current Location exists. If this is left blank, this location will be considered a Root Location (top-level parent location). If this is your initial data upload, we highly recommend you start by listing each Parent Location, at the top of the sheet (for organizational purposes, and to prevent accidentally creating a Root Location |
| SqFt | Numeric value for the total Square Footage of the Location. This field will be available in Custom Reporting. |
| Number of Lights | Non-zero, non-negative Integer value of the total number of lights illuminating this Location. |
See this article for guidance on cleaning data before uploading, including how to handle special characters, spaces, dates, etc.
3. With “Locations” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted. Select “Manually Enter Data” to enter data in a table and create multiple Locations at once.
4. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields. If you used the Canix template the columns will be automatically mapped for you. If you're exporting inventory from a previous software system into Canix, you can upload fields with different names and map those to the corresponding fields in Canix.
5. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool:
Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
6. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
7. To view the uploaded data select the link icon next to the data type to view all Locations:
Update Existing Locations
To update Locations start by downloading your existing Locations on the Location table in Canix.
Once you've made the changes desired follow the same steps for Importing New Locations, starting with step #2. Canix will recognize the Location names as existing in the Facility and update those existing Locations instead of creating new ones.