How should I format my spreadsheet of POPs for importing into the Brandle Presence Manager?

If you have been trying to keep track of your company's points-of-presence in a spreadsheet, you will probably want to capture that information in the Brandle Presence Manager. You can do this via our spreadsheet import utility but first you'll need to make sure you data is in a form that the system can interpret accurately.

Structure and Format

Your spreadsheet should look something like this:

Rules

The first row of the spreadsheet should be a row of headers presented in this order:

1. URL - The address of the POP on the web. This is the only required field; all others are optional. The prefixes "http://", "https://" and "www." are all optional.
2. Email - The address of the principal contact for this POP. 
3. Tags - The tags which are to be applied to each POP. The header of each tag column is the name of the tag category to which the tags in that column belong. There should only be one tag per cell. 

Note: Every column after the URL and Email columns is considered to be a tag column.

To make it easy view this video to learn how to organize your spreadsheet. You can also download a template in the spreadsheet upload area of your account.

Once you have your spreadsheet in the proper format, you'll need to export or save it to a comma-separated values (CSV) format.

Behavior

Here are some rules the system will follow as it imports the spreadsheet:

1. If the POP already exists then system will only add any new data (e.g. contact or tag) to the POP. It will not delete any data.
2. If a Contact with that email address already exists then the system will add that Contact to this POP; otherwise it will create a contact with that email and add it to the POP.
3. If Tag Category specified by the tag column heading does not exist then the system will create the Tag Category.
4. If the Tag specified in the column does not exist in that Tag Category then the system will create that Tag in that Tag Category.

You may import your spreadsheet multiple times to add additional information to your POPs; however you do want to be careful with your tags and tag categories to ensure you don't inadvertently correct new tags or tag categories (e.g. because of a misspelling). 

See Also

• Contacts
• Tags
• Tag Categories