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Importing Sub-Regions

Updated

Instead of manually adding each sub-region to vintrace, you can use vintrace’s data import functionality to add the sub-regions using a spreadsheet. To do this, you’ll need to do the following:

  1. Download the sub-regions headers spreadsheet from vintrace.
  2. Enter the sub-regions in the spreadsheet.
  3. Import the sub-regions into vintrace.

Downloading the Sub-Regions Header File

The header file is a spreadsheet (i.e., CSV file) that contains the column headings for the data that you’ll need to enter in order to create the sub-regions in vintrace.

To download the sub-regions header file:

  1. Click Setup_Icon_20200318.png Set Up in the sidebar.
  2. Search for Region.
  3. From the Sub Regions tile, click Configure.
  4. Click Import/Export.

Winery_Setup_-_Sub_Region_-_Import_Export_Button_20220901.png

  1. Click Download Headers.

Sub_Region_Importer_-_Download_Headers_20220901.png

  1. Save the file to your computer.

You can now enter the sub-regions in the spreadsheet.

Entering Sub-Regions in the Spreadsheet

To enter sub-regions in the spreadsheet:

  1. Open the sub-regions header file that you downloaded.
  2. Enter the data for the sub-regions. Be sure to enter the name of the sub-regions in the Name column.

CSV_Sub_Regions_20220901.png

You’ll also want to enter the sub-region’s region and geographical indicator in the appropriate columns.

  1. Save the file.

You can now upload the spreadsheet to vintrace.

Importing the Sub-Regions

To upload the spreadsheet with your sub-regions into vintrace:

  1. Click Setup_Icon_20200318.png Set Up in the sidebar.
  2. Search for Regions.
  3. From the Sub Regions tile, click Configure.
  4. Click Import/Export.
  5. Click the Upload_File_20220901.png upload icon.

Sub_Region_Importer_-_Upload_a_File_20220901.png

The Upload window displays.

Upload_20220901.png

  1. Click Choose File.
  2. Select your spreadsheet.
  3. Click Upload. The selected file’s name displays in the Sub Region Importer window.

Sub_Region_Importer_-_File_Selected_20220901.png

  1. Click Import Sub Region.
  2. If the Confirm Column Header Matching checkbox was selected, you’ll be asked to confirm the mapping of your file’s columns to vintrace’s fields.

Sub_Region_Importer_-_Column_Matching_20220901.png

  1. Click Continue. vintrace confirms the number of sub-regions that were imported.
  2. Click Close.

The sub-regions that you imported should now be listed in the Winery Setup window and accessible in vintrace.

 

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