Hi Yext Community,
I was wondering how I can go about adding our business logo across all the locations in the account? Can I use a spreadsheet upload or is there a way I can use bulk editing in the platform for a certain folder?
Thanks in advance!
It is very common to need to update multiple entities at once and we provide a few different ways to do this. We also cover this in-depth in our Ways to Update Data in Yext training module.
The 2 most common methods are:
Bulk Edit - You can select multiple entities in Entity Search and click edit to start “bulk editing”. This allows you to view and edit content on multiple entities at once. For any fields that have varying content for the selected entities, you’ll see “Various Content”. For some field types, like list types, you’ll be able to add additional list items while keeping existing content the same.
Protip - you can use the Advanced Filtering to find only certain entities to bulk edit, or you can even click on an entity type, folder or label on the left navigation bar to quick-filter and just update those entities.
To learn more about single or bulk edit, we recommend the Ways to Update Data in Yext training module.
Entity Upload - You can upload a spreadsheet (xlsx or csv) to update the logo for all of your entities. You’ll want to build a spreadsheet that looks like this:
Each row will need a unique identifier, which we call the Entity ID. Then you’ll need a column for each field you want to update with the field’s values. To start your upload, you can go to Account Settings > Data File Uploads or you can click to Add Entities straight from Entity Search screen. Once you start your upload, you’ll be walked through a workflow where you’ll map the columns from your spreadsheet to fields in Yext, resolve any errors or conflicts, and confirm your changes.
To learn more about Entity Upload, we recommend the Entity Upload training module.
For more advanced users:
Entity Template - if the logo is the same for all entities and you’ll want to make this update to other entities in the future, you might want to consider creating an Entity Template. You can navigate to Account Settings > Entity Templates and create a new template for your Entity Type. Then, you’ll want to add the Logo field and upload the photo, just like you would on Entity Edit.
To learn more about Entity Templates, we recommend the Entity Templates training module.
API - We also have a full suite of APIs that you can use to update your data programmatically. In this case, you’d want to use our /entities/ endpoint to update the content on your entities. You can learn more about our APIs and view the documentation at developer.yext.com.