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:
- Import New Location
- Update Existing Location
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. If the Name of an existing Location is included the data for that Location will be updated. |
| Facility License #* | Indicates the Facility the Location exists in or should be uploaded to. |
| Location Type |
For Standalone facilities there is only one location Type, this field can be left blank. |
| Parent Location | The Location this Location exists within. The Parent Location must exist within Canix already. |
| SqFt | Numeric value for the total Square Footage of the Location. This field will be available in Custom Reporting. |
| Number of Lights | Numeric value for the total Square Footage of the Location. This field will be available in Custom Reporting. |
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.