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      Uploading a File

      How to upload a file using the File Upload function.

      The File Upload function allows users to upload files from the user's PC to the Web Portal to transfer data, update data or create data.

      Accessing the File Uploader

      1. Open the Ramp Web Platform via https://locafi-retail.com and login using your given credentials.
      2. From the navigation menu, open the Administration group followed by Upload File.

      Selecting the File

      Before continuing, it is recommend to generate your file as a CSV file.

      1. On the File Upload page, press the Select File button to select a file.
      2. A windows dialogue picker will appear. Navigate to the folder and select the CSV file you intend to upload.
      3. Once selected, you can set the delimiter type based on the file that you've chosen.
        1. Comma: This option is set by default, and is commonly used with CSV files.
        2. Tab: This option is set for tab-delimited files, such as TSV files.
        3. Custom: If the file is set with a custom delimiter, users can select this option and provide the delimiter in the text box.

      Standard File Upload Templates

      Use these standard templates to get started with uploading data to Ramp's system.

      Sku Import Template.csv

      Item Import Template.csv

      Order Import Template.csv

      Contact the Ramp Support team for assistance with creating custom file upload templates.

      Selecting a Template

      Once a user has selected a file, they also have the option of selecting a upload template, which will load any preconfigured settings as part of the upload operation.

      The templates will explained further on in the article, but the templates will be split into 2 categories.

      1. My Templates: These templates are unique to the currently logged on user and can only be seen by them.
      2. Global Templates: These templates are visible to all users.

      To select a given template, press Load to load the template and continue with the upload operation.

      Otherwise, users can select the New Import button to load a blank template.

      These buttons will only be available once a file has been selected.

      In both cases, the screen will continue onto the Upload Settings page.

      Upload Settings

      The upload settings are described as follows:

      Setting Options Description
      Upload Type Items Selected file targets Items.
      SKU Selected file targets SKUs.
      Place Selected file targets Places.
      Person Selected file targets Persons.
      Collection Selected file targets Collections.
      Order Selected file targets Orders.
      Service Record Selected file targets Service Records.
      Upload Operation Create Only (Ignores Duplicates) This operation will only create new records. Any existing records will be ignored.
      Create or Update This operation will create new records, and update any existing records.
      Update Only (Ignores New) This operation will only update existing records. Any new records on file will be ignored.
      Delete This operation will delete any records from the file.
      Unique Field Dependent on the Upload Type set This setting will dictate which column will be used as the unique record identifier.

       

      Required Fields

      Based on what combination of upload settings are selected, a section of required fields will be shown that will need to be present in the file that are mandatory to be present before the file can be uploaded. 

      The override toggle will allow you to manually enter in a constant value for all the records. When you tick the box, a textbox will appear, which you can type the value in. This is particularly useful when setting a constant property but was not set within the file, e.g. SkuType.

      The property boxes will display one of two colours to indicate if it has been correctly set within the file:

      • Green: The column headers of the selected file correctly match the relevant property.



      • Red: The column headers do not correctly match the given property.

      To address this, users can modify the column headers to correctly match the property and turn the relevant boxes green and ready for upload.

      Once all the fields are complete and appear as green, the Upload button will no longer be greyed out and can be pressed to proceed with the upload.

      Completing the Upload

      Once you have clicked Upload, Ramp will begin processing the file to upload it.

      When you upload a file, a loading modal will popup and you will need to wait for the entire upload to complete before continuing. If you are uploading a large file with more than 1000 records, it could take more than a minute.

      Once it has successfully completed, a small green notification will appear in the top right corner.

      Scroll down to the records and you can see the result of each individual record. 

      You can use the filter to check if there were any records that returned a warning or error.

      Upload Errors

      Sometimes when you upload, there may be an error that occurs that prevents the upload process from completing.

      Most of the time, it will be an error in a specific field of a record

      To check where the error occurred, scroll down to the records and filter for error.

      The records that failed will look like this:

      If you hover your mouse over the red background, a tooltip will show you which fields caused the error. You will need to check the fields and correct them in the spreadsheet, before reuploading it.

      If you are still having issues, please contact the Ramp Support team with the details of your issue.