Downloading Store Sample CSV Template File in Xilnex Portal

Downloading Store Sample CSV Template File in Xilnex Portal

Overview

The Download Store Sample CSV Template File feature in Store Management Import and Log allows staff to download a sample template, containing all necessary fields and proper format for importing data into the system.
Preparing imported files manually can be time-consuming and error-prone, especially when handling large amounts of data.
By using the provided template, users can simply organize the data and ensure all information is formatted correctly before importing.

How To Download Import File Sample Template in Store Management?

1. To download the Import File Sample Template, go to [System Configuration] in the menu bar and select [Store Management Import and Log].
https://portal.xilnex.com/SystemConfiguration/StoreManagementImportLog


2. Click on the green colored [IMPORT] button located at the top-right of the screen.

3. Click on the blue-outlined [sample store management CSV template] to download the template. 

4. The downloaded Store Management Sample Template will appear at the top-right of the screen.

5. Users can start filling in all necessary data in each cell of the columns and rows.

The following fields that can be updated in the imported template are stated below:
  1. Store Name
  2. Mark as loyalty app default store
Info
0 = Do not set as default store
1 = Set as default store
  1. Printed Name 
  2. Printed Address
  3. Owners Name
  4. Owners Contact Number
  5. Owners Email Address
  6. Owners Fax
  7. Company Registration Number
  8. Tax Identification Number
  9. Store Entity
  10. Store Ownership
  11. Store Location
  12. Store Code
  13. Store Group
  14. Store Type
  15. Location Latitude
  16. Location Longitude
  17. Delivery Address
  18. Delivery City
  19. Delivery State
  20. Delivery Postcode
  21. Delivery Country
  22. Delivery Notes

Info
You are not required to update all fields. You may update only the necessary fields, or update store details directly in Store Management. Refer to Updating Store Details in Xilnex Portal for more information, or click the provided link.
https://support.xilnex.com/portal/en/kb/articles/updating-store-details-in-xilnex-portal#How_to_Update_Store_Details_in_Xilnex_Portal