Store List¶
How to import your list of stores (retail points, distributors, supermarkets, etc.) into Ftrack to support Visit Plans and survey programs.
Access the Feature¶
Step 1: From the menu, go to Prepare Data → Store List
Download the Template¶
Step 2: Click Download Template to get the Excel file
Note
Always use the latest template downloaded from the system. Do not use old templates or custom files.
Fill In the Data¶
Step 3: Open the template and fill in each store:
| Column | Description | Required |
|---|---|---|
| Store Code | Unique identifier | Yes |
| Store Name | Store/outlet name | Yes |
| Address | Full address | Yes |
| Province/City | Yes | |
| Region | Geographic zone | No |
| Latitude / Longitude | GPS coordinates | No |
Note
- Do not delete or modify the header row
- Store codes must be unique across the entire file
- Avoid special characters in data cells
Upload the File¶
Step 4: Go back to the system, click Choose File, and upload the completed Excel file
Step 5: Click Import to start the import process
Review Import Results¶
Step 6: Review the results: - Success: number of records added - Errors: list of failed rows and reasons
Tip
If there are errors, download the error log, fix the issues in the template, and re-import only the failed rows.
View Imported Stores¶
After a successful import, stores appear in the system and can be selected when creating a Visit Plan.