You can manage/Edit Import format in "Configurations" -> "Import formats"
Import format are used to define the list of fields and the format of the file Imported/Exported in order to Import or Export data to or from the database.
Create/Edit Import Format
Information
You can create an import Format by clicking on "Add".
You need to define a type, always select "DEALER". As well a name, a file type and a separator only if needed (special case).
You can trigger some functionalities depending on your needs. Here is the explanation of all of the options :
| Option | Meaning |
| Match the columns based on position not name | The value of the first (or two first) row of each column will have no impact during import. But columns order needs to be strictly identical between the file and the format. |
| Remove secondary header line | Define if there is one or two header line. Second header line is more readable |
| Ignore a field if incorrect | During an import, will not generate any errors if a field is incorrect but will ignore it. |
| Force geoloc calc if lat/long not present | During an import, will always recalculate lat/long if not present in entry file. |
| Reject duplicate entry in file | During an import, will reject strictly identical PoS in the entry file. |
| Do not create unknown dealers | During an automated import, will not create dealer that are not already existing in the envelop. |
| Export as exposed | During an export, will take in account the service and CTA activation. |
Once done you can edit the rest of your "Import Format".
Filter (optional)
In this tab you can set a specific filter for your Import Format.
You need to select a "Custom Value" existing in your envelop and select a specific value for it.
Once done, this "Import Format" will only export PoS having this specific value for this specific "Custom Value". During an import, it will automatically assignate the defined value to the defined "Custom Value".
Fields
In this section you can define all the fields that will be contained in your format.
You can add any data you want, for this you should click on "Add".
Matching on identification number of dealer is strongly recommended to avoid duplication. Dealer ID is the unique Identification number of dealer generated by the tool.
And click on "Validate".
Here are the data Groups you might know in order to find the data your are looking for :
Field type |
Options |
| Address | dealer address, street, postcode, city, country etc |
| Dealer Information | all the main information about a dealer : name, email, phone, url, lat/long, Google Place ID etc.. Facilities are present in this section |
| Dealer links | all shop ids that are linked to the envelope |
| ERP | all ERP Values present on your database |
| CTA | all data related with Call To Action (url, activation and "open in new tab") |
| Meta Tags | all Meta tags present on you database |
| Other | name encoded, custom value, id's, status of activities like appointment/quote/contact etc |
| Services | all Services present on your database |
| Social | urls about each social media |
| Timetable | timetables for all 7 days morning and afternoon |
If you want to move data between each other you can use up and down arrows.
You can also edit and delete each data by clicking on the dedicated buttons.
To use the format, import, complete and export it, follow the process “Massive Export/import
process”
If you only need to export data, go in Your networks > Points of sale > Export then choose the import format :