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      Import/export data for a project

      Understand how to format a data sheet and use the import and export functions to manage data for a project

      Format a data sheet

      Formatting the first ten columns of a data sheet

      Below are the expected headers for these columns:

      ExternalId Name Latitude Longitude Address Address2 City State Postal Country

      The External ID is used as a unique identifier for sites which connects locations to trade area polygons. It can be up to 50 characters and is required for existing sites. It is optional for proposed sites and not required for layers. Name will appear in the platform as the display name for the site. Latitude and longitude are used for geocoding, but are not required. If a latitude and longitude is not provided, the address will be geocoded by the platform using the remaining address information.

      Formatting the revenue columns of a data sheet

      The application can support up to four revenue subcategories for Existing Sites. When formatting the columns for revenue inputs, ensure the column headers contain "Revenue:" followed by a unique name that defines the revenue type (e.g., "Revenue:Lunch").

      Below are sample column headers for a project with three revenue subcategories:

      Revenue:Lunch Revenue:Dinner Revenue:LateNight

      Note: The column headers for revenues should directly follow the "Country" column header. Ensure that the format for these columns is "General" and that no commas appear.

      Formatting the attribute columns of a data sheet

      The application can support up to 50 attribute inputs for existing sites. When formatting the columns for attribute inputs, ensure the column headers contain "Attribute:" followed by a unique name that defines the attribute (e.g., "Attribute:Building Type").

      Below are sample column headers for a project with three attributes:

      Attribute:Building Type Attribute:Square Feet Attribute:Parking Spaces

      Note: The column headers for attributes should directly follow the last revenue column header.

      Formatting the last three columns of a data sheet

      The last three columns within a data sheet are used to define the site category, site type, any layer revenues (when applicable) for each entry. Below are the expected headers for these columns:

      Layer LayerRevenues SiteType

      Now it is necessary to define the expected inputs for these columns when defining a particular site type.

      Note: If a data sheet does not contain a SiteType column or if that column is not filled for a particular existing site, the location will default to a Mature Site.

      Format for Existing Sites:

      Type of Existing Site: Layer LayerRevenues SiteType
      Mature     mature
      New     new
      Closed     closed
      Closed-Temp     closed-temp

      Note: If a data sheet does not contain a SiteType column or if that column is not infilled for a particular consideration site, the location will default to a Consideration Site.

      Format for Proposed Sites:

      Type of Consideration Site: Layer LayerRevenues SiteType
      Consideration *BOLT*   consideration
      Letter of Intent *BOLT*   loi
      Approved *BOLT*   approved
      Rejected *BOLT*   rejected
      In Development *BOLT*   in-dev
      Trade Area Seeds *BOLT*   trade-area-seed
      Dead Deal *BOLT*    dead-deal
      Format for Layer Sites:
      • The application can support up to 20 layer inputs for a single project.
      • Optional: Revenue data can be input in the "LayerRevenues" column.
      • Each layer must have a unique name.
      • Layers do not have a site type, so the Site Type column should be left blank.

      Below is a sample set of four layer site entries (two of which have revenue data) for these columns:

      Layer LayerRevenues SiteType
      Starbucks 1350000  
      Ice Cream    
      Panera    
      Jimmy John's 1280000  

      Note: The column headers for these last three columns should directly follow the last attribute column header.

      Ensuring data sheet is correctly formatted prior to import

      Warning: Before attempting to import a completed data sheet to the application, please check that the following conditions hold true within your data sheet:

      Column header names

      • The first nine column headers are named properly
      • The column headers for Revenue columns are named properly
      • The column headers for Attribute columns are named properly
      • The column headers for the last three columns are named properly

      Note: Ensure that the Revenue and Attribute columns do not contain a space between the colon and the description (e.g., Revenue:Lunch).

      Column header lengths

      • The portion of the column header after "Revenue:" within all revenue column headers is not longer than 25 characters
      • The portion of the column header after "Attribute:" within all attribute column headers is not longer than 25 characters

      Row content lengths

      • The data within the "Name" column is not longer than 100 characters
      • The data within the "Address" column is not longer than 100 characters
      • The data within all other columns is not longer than 25 characters

      Special characters

      The spreadsheet does not contain any of the following characters: + ,  '  "  ` $ =

      Formula/Data format/File type

      • All data has been copied and pasted as values to ensure there are no formulas present
      • All data has been set to "General" format
      • The file for import has been saved as a CSV file

      Note: Once you've formatted the data sheet, input data, and confirmed that all the above conditions have been met, you can import your CSV file.

      Importing a data sheet

      When creating a new project:

      1. Select + New Project.
      2. From within Project Settings name the project, select the country and impact category.
      3. Click Next.
      4. Click Skip when prompted with the option to Name Your Revenues.
      5. Click Skip when prompted with the option to Name Your Layers.
      6. Click Skip when prompted with the option to Name Your Attributes.
      7. Select Upload.
      8. Select File: None Selected — Browse.
      9. Select the CSV file you want to upload.
      10. Once it has finished processing, if no errors populate, select Finish.

      When adding sites to an existing project:

      1. Open the project.
      2. Select Import Sites from the Main Menu.
      3. Select Upload.
      4. Select File: None Selected - Browse.
      5. Locate and select the CSV file you want to upload.
      6. Once it has finished processing, if no errors populate, select Finish.

      Exporting a data sheet

      1. Open the project.
      2. Select Import Sites from the Main Menu.
      3. Select Download.
      4. Open the downloaded CSV file to view the data sheet for the project.