How to Upload Files to Ramp Web

The File Upload function allows users to upload files from their PC to the Ramp Web Portal to create, update and delete data.

Creating the Upload File

Before uploading, you will need to prepare a CSV file with the correct column headers. The system matches column headers to record properties by name, so getting the naming right is critical.

Example 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

Creating a Reusable Template

If you are doing uploads regularly, it is easiest to create a reusable template that automatically converts data into a format that can be directly uploaded to Ramp. The template will typically have two sheets: the first sheet for raw data to be pasted in, and the second sheet as the output sheet with formulas.

Once the output is generated, copy the data intoa CSV file and upload it to Ramp.

1. Create a folder for the template and import files on your PC.
2. Copy and Ctrl-Shift-V paste the raw data to the first sheet (this preserves formatting)
3. Add a second sheet on the same file. Add the fields that you want to upload.
4. Add formulas to auto-populate the sheet from the raw data.
5. Check that the number of rows the formula is applied to matches the raw data.
6. Copy and Ctrl-Shift-V paste the converted data into an empty spreadsheet (this preserves formatting).
7. Save the spreadsheet as a CSV with the date of the upload into the same folder.
8. Upload the file.

Editable fields and mapping names

Only some fields available in the Ramp Web Portal are able to be edited. Please refer to the entity mappings below for fields that can be edited. If the field is not there, then it may not be able to be edited.

The column headers in your CSV must match the system's field names exactly. Column headers are case-sensitive and must not contain leading or trailing spaces.

Items

Display Name	CSV Column Header	Notes
Name	Name
SKU	SKU	Required; choose single SKU or tick Allow Multiple Skus.
Description	Description
Tag Type	TagType
Tag Number	TagNumber
Asset Number	AssetNumber
Quantity	Quantity
Unit Cost	UnitCost
Place	Place	Required; choose reference field mapping (name is recommended).
Assigned Place	AssignedPlace
Department	Department
Person	Person
Parent Item	ParentItem
{Extended Property}	N/A

SKUs

Persons

Display Name	CSV Column Header	Notes
Given Name	GivenName
Surname	Surname
Tag Type	TagType
Tag Number	TagNumber
Place	Place
Assigned Place	AssignedPlace
Department	Department
Email	Email
{Extended Properties}	{Extended Properties}

Collections

Display Name	CSV Column Header	Notes
Name	Name
Description	Description
Active	Active
{Extended Properties}	{Extended Properties}

Order

Display Name	CSV Column Header	Notes
Order Number	OrderNumber
External Reference	ExternalRef
Order Type	OrderType
From Place	FromPlace
To Place	To Place
Deliver To	Deliver To	Person
Comments	Comments
Order Quantity	OrderQty
Pick Sequence	PickSequence
PackSequence	PackSequence
Enable Order From Place Constraint	EnableOrderFromPlaceConstraint
Include Order From Place Children	IncludeOrderFromPlaceChildren
Order Receipt Constraint	OrderReceiptConstraint
Order From Place Action	OrderFromPlaceAction
Order Qty Constraint Action	OrderQtyConstraintAction
Enable Custom Property Constraint	EnableCustomPropertyConstraint
Auto Receive Order	AutoReceiptOrder
Sku	Sku
Item	Item
{Extended Properties}	{Extended Properties}

Service Records

Display Name	CSV Column Header	Notes
Service Number	ServiceNumber
Notes	Notes
Requested Quantity	RequestedQty
Adjusted Quantity	AdjustedQty
Manual Quantity	ManualQty
Date Completed On	CompletedOn
Attribute1/Attribute2/Attribute3	Attribute1/Attribute2/Attribute3
Service Master	ServiceMaster
From Place	FromPlace	Choose reference field mapping (name is recommended).
To Place	ToPlace	Choose reference field mapping (name is recommended).
Reason	Reason
{Extended Properties}	{Extended Properties}

 

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

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.

 

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.

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

Upload Settings

The upload settings are described as follows:

 

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.