PT
ES
Locations can be entered through individual records or in batch, by importing CSV files. They can also be deleted in batch.
Import locations
To import locations in batch, follow these steps:
Go to Settings | General | File Imports;
In the Import Locations row, click on the Locations template;
On the import screen, click on Download file to get the template file;
Fill in the downloaded file, according to the rules below;
In File to Import, click on Select and choose the filled-in file;
Click on Import;
View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.
Fill in the import file
When filling in the file, the following rules apply:
The fields LocationKey, Description and Company are required;
If the Criticality field is filled in, the CriticalityDescription field must also be filled in, so that the criticality is created or updated successfully;
If the Criticality and CriticalityDescription fields are filled in, the criticality is created or, if it already exists, updated. The same applies to the location function, through the LocationFunction and LocationFunctionDescription fields;
If the LocationFunction field is filled in, the LocationFunctionDescription field must also be filled in, so that the location function is created or updated successfully;
If the ParentLocation field is filled in, the parent location must be in the file or already registered in the product. Otherwise, the location is not added;
If the location is already registered in the product and is in the file, it is updated. This validation is done by the location key;
The OnServiceDate column must be in text format, with two digits for the day, two for the month and four for the year (for example, 01/07/2020). If the date is before the current date, the location becomes available automatically;
Attachments must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;
The location image must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;
The file must be of type CSV, with the semicolon (;) as the separator;
The file must have a maximum of 2,000 records;
Each attachment or image takes, on average, about 1.3 seconds to upload. This value may vary with the file size, the internet speed, the storage service and other factors external to Cegid Valuekeep.
Columns must not be removed or added to the downloaded template file.
Delete locations
To delete locations in batch, follow these steps:
Go to Settings | General | File Imports;
In the Delete Locations row, click on the DeleteLocations template;
On the import screen, click on Download file to get the template file;
Fill in the downloaded file, according to the rules below;
In File to Import, click on Select and choose the filled-in file;
Click on Import;
View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.
Fill in the deletion file
When filling in the file, the following rules apply:
The LocationKey field is required;
If the LocationKey column is not filled in, the row is ignored;
In the ParentLocation column, you can specify the parent location;
There is a specific template to delete locations in batch, but you can also use the location import template;
The file must be of type CSV, with the semicolon (;) as the separator;
The Company field should only be specified if there is more than one company in the subscription.
Only locations that have not been referenced in the product are deleted. For example, locations associated with work orders cannot be deleted.