Understanding how to import data into MetaLocator is a very important concept. Of course, it's impractical to add large numbers of records one-by-one, so importing in bulk is the solution.
Importing data commonly starts with preparing your data in a spreadsheet format. To view a sample spreadsheet, right click this link and choose Save as
. This file will open in Excel, Google Spreadsheets and OpenOffice. MetaLocator recommends that you work in the CSV file format
. Other formats can introduce formatting and other non-data elements that can confuse the importer.
For tips on how to create a properly formatted import file, see this article
A few things to note about your data file:
- There should be one row in your spreadsheet per record
- The only required column is "Name", but the more information provided the better.
- MetaLocator will create custom fields from columns it does not recognize.
- For proper display of International characters, such as "�" your file must be UTF8 encoded.
- When saving your file as a CSV, choose "Windows CSV"
MetaLocator accepts various 'types' of data. Choose the type you are importing. If you're not sure, choose Locations.
To begin importing your file, choose your Data Source. In this example, we will chose CSV.
In the next screen, pick the CSV
file you have prepared from your computer.
Mapping your Fields
Once the file is uploaded, MetaLocator will look at the data and attempt to match your columns to the MetaLocator System Columns. It will display a summary in green, and/or warning information in red.
If MetaLocator has encountered fields that do not match system field names or existing field names, it will display them as red columns as shown above. By default, unmatched fields will be created as custom fields.
If you import your address data with field names that do not match the MetaLocator System field names, you must map your columns to the MetaLocator System columns. For example, MetaLocator's System field name for the location street address is Address.
If you import address data in a column called Address 1
, or Street Address
you need to map this column to MetaLocator's System Address field by choosing Address from the drop-down box that contains the MetaLocator System field names underneath your provided column name. If you skip this step, MetaLocator will create a custom field that would not be properly recognized as the record's physical location. To be safe, use the field names as provided in the sample spreadsheet above.
On this step you can choose any options for this import task.
Each option has a tooltip explaining it's purpose further which can be displayed by hovering your mouse over the label.
Leaving all options at the default settings will add
the data you are importing to your existing data and no existing records will be affected.
When choosing Update Existing & Insert New, the system also displays an option to Delete records. For this feature to work, an external key
must be present in your data. When this option is selected, MetaLocator will delete records from your MetaLocator account
that it does not find in your imported spreadsheet based on a matching External Key. You can add an additional clause to this feature that limits the deletion to records that match the provided criteria. In the screenshot below, the system will import data by updating existing records, and inserting new records while deleting any locations not found in the import file that also have a TLD val