Menu 1-800-630-4694

eDirectory Support Portal

Search our growing knowledge base for helpful resources like articles, videos, and GIFs to master your online directory website software as quickly as possible or to learn more about how it all works here at eDirectory.com. Anything need to be updated? Let us know here!

Importing Business Listing Data

Last Updated: Jun 10, 2016 04:29PM BRT
eDirectory Import feature allows the Sitemgr to upload listing data in bulk.  For the import to work, you need to convert your data to eDirectory CSV file format. A CSV file template can be downloaded through your Sitemgr area in the following location:

Sitemgr -> Data Management -> Import -> Download the CSV template



Please not that there are a number of common errors people make when importing CSV files.  For more information, you can view our video on common errors.

We do advise that you download the CSV file template and just copy and paste your data to the appropriate fields to avoid Import errors due to incorrect formatting.

When formatting the data it is very important to remember a couple key things:
  • DO NOT Add or Remove any columns from the spreadsheet. Each column in the downloaded CSV is specifically mapped to a particular table in the Database.
  • DO NOT remove any of the text inside Row 1. Please begin filling your data in beginning with Row 2.
  • Listing Title is the only required field for the import to properly run. However, we recommend filling out at minimum category and location so it is easier for end users to locate the listings you have imported.
  • If you want an imported listing to be placed into a Sub-Category, please format the cell as Category->Sub-Category (with no spaces in between). Each listing can be associated with a maximum of 5 Categories / Sub-Categories.

Import Settings

Prior to importing your data it is important to set some initial 'Import Settings'. This can be accessed by clicking on the 'Import Settings' tab or by navigating to the Sitemgr -> Settings -> Import.



The import settings interface has several options you can reconfigure including:
  • The import file comes from export section: Please select this option if the data you are importing is the exported CSV file (Under Data Management->Export->Export Listing as csv file.
  • Enable all imported items as active: This option automatically enables all listing data from the import as “Active”
  • Update items alike: This option verifies if the listing ID is from an existing listing, and if so updates the listing data as specified in the current import CSV file. You can verify the Listing ID when you export the listing data.
  • Start import automatically after upload the CSV file: This option automatically starts the import process once the csv file is uploaded.        
  • Import all new categories as featured: This option automatically sets all imported categories and subcategories as featured.           
  • Default Level for imported items without level: This option sets a predefined Listing Level (bronze,silver,gold,diamond) if the Listing Level field in the csv file is left blank
  • Import items to the same account: This option assigns all listing data imported to a default account if the “Account Username”  field in the csv file is blank.   


Importing A File


When you have your CSV file prepared and have configured your import settings you can begin the import process by doing the following:

In the Sitemgr -> Data Management -> Import -> Import a File



Upon clicking Import a file you will get a pop-up indicating either 'Upload File' or 'Select File by FTP'. If your file is less than 5MB, please select the 'Upload File' option and click 'Browse':



Please browse your files and locate the import CSV you wish to upload and click 'Import'. Once the system has begun the import process you will get a preview of  up to10 lines of the CSV data.



Once the preview populates the 'Import' button will be activated, please click to begin the import process. The import will be in 'Pending' status initially because the system is waiting for the Import Cron Job to run to begin processing the file. Depending on the server the Import Cron Job could run every 5, 10, 15 or 30 minutes. However, if you find that your import is in 'Pending' status for over 1 hour please contact the eDirectory Support Department.

If your file is larger than 5MB you will need to upload the file using FTP. To use this option you will need to upload the CSV file under:

<hosting_document_root>/custom/domain_x/import_files

Once the CSV is in the import_files folder, you will be able to see the file in the FTP upload options under 'Select File by FTP'. Please select the button next to the file you wish to import and click 'Select File':





Selecting the proper file and clicking 'Import' will begin the import process. The status of the import will change to 'Finished' once the import process is complete.


Common Errors

  • CSV headers does not match – this usually happens if the csv file header names has been altered. Click the plus icon to verify which particular header entry is incorrect.
  • Listing Preview is stuck to loading – This is usually a folder permission issue. If you are hosted on your own server please make sure that the folder /custom/domain_1/import_files is accessible and set to permission 775. If you are hosted on an eDirectory server, please contact the Support Department.
  • Status is “Finished” but the Added lines and total line entries do not match – open your CSV file on a notepad. Sometimes this issue is caused by some CSV editors injecting “spaces” when saving a CSV file. Remove the extra spaces and re-save the CSV file, rollback the previous import then re-upload your file.
  • Listing location(State, city) are not uploaded – make sure you have the location fields enabled under Settings>Locations otherwise the system will ignore the location entries in your CSV file. Re-import our CSV file.
  • Please contact support for other import related errors.


Populating Your Directory With Categories

The eDirectory system does not have a tool to import just categories, however, there is a 'work around available using the existing listing import tool. Please follow the following procedure:
  • Download and use the CSV template available in your Sitemgr -> Data Management -> Import
  • Fill out the Listing Category Fields. If you need to populate Subcategories as well, they are denoted in arrows. For example: Parent->Subcategory
  • Since the Listing Title is the only required field you can use example listing titles such as listing1, listing2, listing3, etc. Rather than titles of real businesses.

  • Import the File
  • Once the file has finished importing, please navigate to the 'Improt Log'. Once on the import log, please click the 'Rollback' icon. This process will remove the example listings you have added but not remove the categories you have added.


Populating your Directory with Locations

The eDirectory system does not have a tool to import just locations, however, there is a work around available using the existing listing import tool. Please follow the following procedure:
  • Download and use the CSV template available in your Sitemgr -> Data Management -> Import
  • Fill out the location fields you wish to include. Country, Region, State, City, Neighborhood
  • Since the Listing Title is the only required field you can use example listing titles such as listing1, listing2, listing3, etc. Rather than titles of real businesses.


 
  • Import the File
  • Once the file has finished importing, please navigate to the 'Improt Log'. Once on the import log, please click the 'Rollback' icon. This process will remove the example listings you have added but not remove the locations you have added.