Step 1 : Go on Your Network -> Points of Sale
If you want to export only a part of the database you can filter the dealers on "Name", "Address", "City", "Email" on the top of the tab. Each matching dealer will be displayed, if none are matching, all dealers will be displayed.
And then click on "Export Filtered Data"
If you want top export the entire database, you can click on "Export"
Step 2 : Select your format and export
Select the format you want to use in the list, if you have no correct format for you, you can create one by following the "Import format creation process"
If you want to import your file after editing, your import format needs to contain "Identification number of dealer" being set as "matching key"
End click on "Export"
The export file will be downloaded by your browser
Step 3 : Edit your file
Edit the fields directly on your exported file.
Be aware that some field needs to be filled with text and some other with "x"
You can create new dealers by adding a new line at the bottom of you file, "name, "address", "postcode" and "city" are mandatory fields
Do not delete or change the dealer ID on the dealers you want to update.
The dealer ID in the field "_id" must be present in order to match the dealer in our file with the dealer in the DLU. Dealer ID is the unique Identification number of dealer generated by the tool.
Step 4 : Go on import tab
Go on Your Network -> Points of Sale
Click on "Import dealers"
Step 5 : Import your file, 1st step
Select your import file and click on "Import"
Step 6 : Import your file, 2nd step
If the "identification number of dealer" was not modified on your file, all your dealers should have been matched.
The newly created dealers will be displayed as "Create" or "Match selected".
If you have some dealer displayed as "need configuration" you need to select your dealer if you find it in the suggested list. If not, select "Create new".
Verify that "All" dealers are selected on the top right part of the tab.
Select all dealers by clicking on the check box on the upper-left part of the tab.
Then click on "Import Only Selected".
Your dealers are now imported in your database.
Step 7 : Check up of the upload
In Your network -> Points of sale -> Import : you will find the field "history" to check that the upload worked well :
If you have any problem, create a ticket on zendesk.