Option 1: Add Locations via .CSV File by Mapping Fields


Bullseye allows users to easily upload locations in a .CSV file by mapping your .csv fields to the Bullseye fields.  This option saves time because you don't have to worry about changing the names of your fields to exactly match our format.  Instead you can point each of your fields to our fields.  Currently, this method does not work with accounts that are using categories or attributes.  See the option for Using the Import Template below if you have categories or attributes.


To get started, go to Manage Locations>Import


You'll see the screen below:



Select the Map Import Fields option as in the example above.  Under the Upload file option, browse to your file and Select Import Locations.  You'll see a screen similar to below:



Your column headers can be seen in the left column CSV field.  On the right side, you'll see the Bullseye fields that your fields need to point to.  Bullseye will attempt to find a match if the spelling of your field is similar to one of ours.  Go through every field, and confirm that our matches correspond to the correct fields in the CSV file.  You may need to change some or all of the fields by selecting on the right, depending upon how much your headers differ from our field names.  When you have completed this, select Import on the bottom right.


Once you select Import, Bullseye will run the import.  You may receive errors depending upon the condition of your data.  Refer to the Fix Upload Errors step and Format Instructions at the end of this article for help on formatting data.


Option 2: Add Locations via .CSV File using the Import Template


This option must be used if you have categories or custom attributes in your locator, but it also works if you don't have categories/attributes. We recommend using the Map Import Fields option if you don't have categories/attributes because that option is usually faster.

1. Download the location template from your account 

Go to Manage Locations/Import, then select the option Use Import Template.




If this is the first time you are uploading, you'll need to use our template with the spreadsheet column headers.  Once you upload for the first time, you can keep the template you downloaded and keep adding locations to it as needed every time you need to upload.


 

Click on Download Template and you will be prompted to download the file.  Once you obtain the Bullseye Location Import Template, you’ll have the correct file type to upload (.csv) with the correct column structure. You will need all the required fields (LocationName, Country, Zip_PostalCode). For US clients, State_Province is also required to be populated.  You don't need to have columns you are not going to use, but the column headers need to be spelled correctly, or you will receive an errors when you upload. 


*Note*


When you download this template, we include a field called Username_Password which companies can use if locations will be logging in to Bullseye.  This field is not included when you export the actual locations for security reasons.


2. Enter your location data into the downloaded Bullseye Location Import Template .csv

Assuming you have your locations in a database or spreadsheet, you can copy and paste the data from your internal file into our file, on a column to column basis.  For instance, you may have a column called “Store Name” or something similar which contains the name of all your locations.   The Bullseye Import Template requires specific values for column headers.  If column headers do not match, the entire column will be ignored.  There are also 3-4 specific column headers that are required.  These vary slightly depending on the country you are uploading.  See .csv import notes below. 


By comparing your .csv columns with ours, it would be pretty easy to surmise that the aforementioned column called “Store Name” would go into the “LocationName” field. You can copy the contents of the column and paste it into our column.

3. Check the data for formatting

Certain data elements require specific formatting. For instance, Canadian postal codes have 6 alphanumerc characters separated by a single space.  Look through your database and identify and fix and data that is not formatted appropriately.  Refer to Tips for Formatting  for information on how data should be formatted.  Once you are done entering the data, save the file.

4. Upload the data

To upload the data, go to Upload File, and browse to the file. 




Under Choose Upload Action, select either Update or Append.  Update will replace all data, and is only to be used if you have a complete location list to upload. Use append if you are adding locations to the existing list.


After you have chosen the upload action, select Import Locations. Bullseye will attempt to import.

5. Fix Upload Errors 

Often there will be some issues with the data even if you check for errors before you import.  The larger the data file, the more likely this becomes.  After you upload the file, you may get error messages.  




To view specifics on the error, select View Errors on the right. You'll see more details on the error so you can address the issues:





You will see a screen that looks similar to above, though your errors may vary. Here's some formatting instructions which will help you with formatting the data correctly.  Keep revising the data until you get the data uploaded, contact us if you need help.



Remove Duplicates and Merge Categories


Data duplication can occur when the exact same data is copied or entered more than once, especially when it is being retrieved from multiple systems. If the file you are uploading contains duplicate locations the .CSV import provides two options that will remove duplicate entries during the import:




The Remove Duplicates option will look for entries that are duplicated based on the exact match of location name and address information (Address 1, City, State, Postal Code and Country). The import will only upload the first unique location and check for duplicates in the rest of the data.   


Sometimes the file can contain records which are duplicated because one location might be associated with multiple categories. The format of the file will contain the categories in a separate column as text and for each category the location information and address will be duplicated such as in the example below:



In this case, the Merge Categories option can be selected in combination with the Remove Duplicates option. When both of these options are selected, the import will look for entries that are duplicates but that contain different categories. It will combine the records into one location with multiple categories assigned to it.


Both of these options can be used with your own .CSV file or with the Bullseye .CSV template and you can Append or Update locations. These options only work for data contained in the .CSV file, not for data that it is already stored in Bullseye. If you make a mistake or would like to check for duplicates in data that is already in Bullseye, you can export all of your locations and re-upload them, select Update to replace all data and select Remove Duplicates and Merge Categories. This will ensure that all your data is duplicate free.



Format Instructions for your .csv file




Column Name
Required
Data Type (acceptable values)
Notes
ThirdPartyID

String
If you have a unique ID you assign internally to your locations, you may optionally include it here.
Active?

Y/N
Is the location active or not. If not active, the location will not be routed to or show up in Store Locator searches. Defaults to Y if the column is left empty
LocationName
Yes
String
The company name of the recipient of leads
URL

String
http://www.google.com or www.google.com
IsInternet

Y/N
Is this an internet (online store) location, Defaults to N if the column is left empty
LocationType

“Standard”, “Preferred”, “Exclusive”
This value is used for “A-List” Routing rules. Defaults to “Standard” if the column is left empty.
ResponsivenessRating

“Very Slow","Moderately Slow","About Average","Moderately Fast","Very Fast"
This field may be omitted for initial uploads if you don’t know how quickly the location responds to leads. There is no default value if this is not specified in the upload.
Username_Email

String
Must be a standard email address. For Lead Manager clients, this is used to route leads to locations via email, and as the username to login to Bullseye. Can also be used by paid Store Locator account to allow locations to login to maintain location data.  This field or ContactEmail are required when LeadManager column is set to Y.
Username_Password

String
This field is only visible in the .csv file if you download a blank template from Locations/Import and click on the red import button.  You'll see a note that says "Need help setting up the import file?"  Click on that note.  This field allows you to upload a password for locations who need to login to Bullseye admin.  This field is not visible if you export the locations list.  If you enter an email address in the Username_Email field and leave this field blank, the system will generate a password. We suggest using at least 10 characters, it accepts alphanumeric and non alphanumeric.
Country
Yes
String – max 2 characters
This must represent the country code see Country Codes
Address1

String
Address Information, do not include suite number here.
Address2

String
Address Information, include suite number here.
Address3

String
Address Information
Address4

String
Address Information
InternationalAddress

(leave this blank)
No longer used by Bullseye except for some legacy accounts
City

String
City Name
State_Province
Yes (for US/Canada/Australia)
String
Use Standard State/Province Codes. See State/Province Codes
Zip_PostalCode
Yes (for US/Canada)
String
Use Standard 5 digit US zip or 6 digit Canada postal code (with space in between) or full postal code for other countries.
ContactName

String

ContactPosition

String

ContactEmail

String
This field is displayed in the initial search results for Store Locator clients so a searcher can send an email to the location.  Lead Manager clients can also route leads to this email address, in lieu of the username_email address field.  (This option would be used if a company had repeat email addresses for their locations).  Note that these locations cannot login to Bullseye, and the LeadManager field must have the value Y for this option.
ContactPhone

String
Parentheses are not required but are suggested for phone and fax numbers.
ContactFax

String

ContactMobile

String

FacebookPageID

String
Enter the name of the Facebook Page only, the last part of the url, either a number or Facebook page name
LeadManager

Y/N
Put Y in this column if you are using Lead Manager and want to be able to route leads to this location's email address.  Setting this column to Y, will force the .csv upload to require that Username_Email or ContactEmail are not null.
StoreLocator

Y/N
Put Y in this column if you want to return the location in store locator search. If no value is entered, it defaults to Y.  If you put N in
this column, the location will not show up in the search. Entering N can
be used if you are going to display an event in the event search that is assigned to the location, but omit the location from the location search.
TimeZoneID

Number
A number is designated for each time zone. A list of time zones and their number is included in this document
MondayOpen

8:00:00
Use the format included on the left in half hour increments. These may get displayed as non-military time with AM/PM when opening a CSV in Excel. If a location is open 24 hours, select 12:00.00 AM (for both open & close times).
MondayClosed

18:30:00
Use the format included on the left in half hour increments. These may get displayed as non-military time with AM/PM when opening a CSV in Excel. If a location is open 24 hours, select 12:00.00 AM (for both open & close times).
TuesdayOpen, TuesdayClosed, etc.

8:00:00
Use the format included on the left in half hour increments. These may get displayed as non-military time with AM/PM when opening a CSV in Excel. If a location is open 24 hours, select 12:00.00 AM (for both open & close times).
Latitude

Decimal (40.552418)
If you have the latitude coordinate you can insert. No more than 6 decimal places.
Longitude

Decimal (40.552418)
If you have the longitude coordinate you can insert. No more than 6 decimal places.
ImageURL

URL with http:// or www.
Insert the full URL for the image.
(Attributes)


There is a separate header for each attribute column. The header will vary for each column. We recommend creating the attributes first and downloading the .CSV file to ensure the headers are correct. Your data entry will depend on the field type
(Categories)

String

There is a separate header for each category column. The header will vary for each column. We recommend creating the categories first and downloading the .CSV file to ensure the headers are correct. Put an "x" to indicate that the individual row/location carries the category/product. **Please note that if you are using subcategories, you'll need to mark the top level category and any subcategories that apply.  Subcategories will not automatically inherit selections from any above categories.