How to Batch Upload using Excel

Batch Upload -Assign Category and Area in CSV

Batch Upload

• Go to Add and click Upload

  

   

Toggle ON:

1. Assign category in CSV
2. Assign area in CSV
3. Only include the columns in my current phase
4. Select: Download Template.

Understanding Area Layers and Area Names

• Area Layers "Floor" and "Room" are highlighted as Green and Red respectively

• Area Names "First Floor" and "Second Floor" are under the Area Layer "Floor"

Area Names "Kitchen", "Dining Area", "Living Room", "Master Bedroom" and "Kids Room"

Choosing Categories

• Go to "Categories Settings" or click on the Settings Icon in the upper corner of the screen

Choose the corresponding Category

• Category Name = Green

• Sub Category Name = Red

Adding items to the CSV file

• Add the corresponding data into the proper column and Click "Save"

• Go to Add and click Upload

  
  
  

Toggle ON

1. Assign category in CSV
2. Assign area in CSV
3. Only include the columns in my current phase
   
   Select "Upload from Template"
   Select "Submit"

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