Locations (Billing & Shipping) - Upload

  • Updated

For communities with many addresses, using the Upload and Download tabs is the most efficient way to manage location data in bulk. This process allows you to add new locations, update existing ones, or completely replace your address book.

 

Important System Logic

When performing bulk updates, keep the following rules in mind to avoid disrupting your users:

  • Code Name Changes: If you change the Code Name in your file, Unimarket treats it as a new database entry. It will not recognize it as an edit to an existing address.

  • User Defaults:

    • Updates: If a Ship-to address is updated, Unimarket will ensure the new details are reflected in the profiles of users, who have that address set as their default (if appicable).

    • Deletions: If a Ship-to address is removed via upload, it will be automatically removed from the profile of any user who had it set as their default.

 

"Display Value" Name Tip

The Display Value (Name) is what your buyers actually see in the dropdown menu during checkout. It is highly recommended to make this name clear and descriptive (e.g., "North Campus - Main Warehouse") so users can distinguish between similar addresses quickly.

 

 

Exporting & Updating Existing Locations

Before making bulk changes, it is best practice to export your current data to ensure your formatting is correct.

  1. Navigate: Go to the Administration module > Organizations > your Organization Name.

 

  1. Navigate to the Locations tab and select the Download tab.

  2. Click Download to receive a CSV file containing all current Bill To and Ship To addresses.

 

  1. Open the file in Excel, make your updates and save it as a CSV file format.

 

Bulk Uploading Locations

Once your CSV file is ready, you can upload it to apply changes:

  1. Go to the Upload tab.

  2. Choose your Upload Method:

    • Add/Update (Unchecked): If the Delete Existing Locations box is unchecked, Unimarket will add any new codes and update existing ones found in the file.

    • Replace (Checked): If you check Delete Existing Locations, the system will wipe all current locations and replace them entirely with the data in your file.

  3. Click Browse to select your file.

  4. Click Upload.

 

Locations Upload Data Dictionary

Column Mandatory Max Length Definition & Logic
Code Yes 255 A unique system identifier for the location.
Name Yes 255 The recipient name for the address (e.g., "Central Receiving").
Display Name Yes 255 Crucial: This is the text buyers see and select in the dropdown during checkout.
Attention No 255 Directs the package to a specific person. If left blank, it defaults to the Buyer's name.
Bill To Yes 1 Use Y if this is a billing address, N if it is not.
Ship To Yes 1 Use Y if this is a shipping address, N if it is not.
Default Bill To Yes 1 Y sets this as the organizational default. Only one "Y" per organization.
Default Ship To Yes 1 Y sets this as the organizational default. Only one "Y" per organization.
Address Line 1 Yes 200 Primary street address.
Address Line 2/3 No 200 Supplementary address info (Suite, Building, etc.).
City Yes 200 The city for the address.
Region Or State Yes 255 The state or province.
Zip Yes 20 The postal or zip code.
Country Yes 255 The full name of the country.

 

What's Next/Related