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Uploading Data Files to Yext
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Unit 1
Upload Process Overview
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Unit 2
How to Upload a File
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Unit 3
Fixing Errors
completed
Unit 4
Saved Upload Configurations
completed
assessment assessment
Module Assessment
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Module Assessment | Yext Hitchhikers Platform

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You must include a first name and last name in your profile to create challenge environments.

Background

You finally have a file of all of the Turtlehead Tacos Restaurants and a file for their upcoming Events! It’s time to try that Entity Upload.

Your Challenge

Adding the Restaurants

  1. Review the contents of the restaurants file . Then, download the file and navigate either to Content > Configuration > Data File Uploads or to Content > Add Data > Upload Data File to initiate an upload.

  2. In the Configure File stage:

    • Make sure all fields are mapped properly
      • Map the “DMA” column to the custom field “Territory”.
      • Map the “Takes Reservations” column to the “Accepts Reservations” field.
    • For the “Name” field, select and check off “Capitalize Fully” using Data Cleansing Rules.

  3. Fix any errors that come up in Spreadsheet View. Hint: it should be Food Truck not Street Truck.

  4. Complete the file upload by acknowledging the changes for New Entities, Updated Entities, Unchanged Entities and Missing Entities.

  5. Save the Upload Configuration as “Weekly Restaurant File” so you can easily reupload the file without having to touch any configuration.

Adding the Events

  1. Add a new field for “Featured Guests” that can store a list of featured guests (field type is “text-list”). Make sure the ID is c_featuredGuests and that it’s available to the Event type. You can put it in the “Additional Information” field section for now.

  2. Download the events file and then upload it to the platform.

  3. In the Configure File step, you realize that you don’t have the column for Entity Type in the file! Whoops! You can add an “Additional Field”. Choose Entity Type, enter “Event” as the value, and apply to “All Entities in the File”. If you don’t do this, the system will display an error because you have more than one entity type enabled so it does not know what type you are trying to create.

  4. Fix any errors that come up. This time you can fix the errors in Field View instead of Spreadsheet View since it’s an address field error. Hint: You’ll need to google the address to find the right postal code.

  5. Complete the file upload by acknowledging the changes for New Entities, Updated Entities, Unchanged Entities and Missing Entities. The Turtlehead Tacos team told you this was a one-time file upload, so no need to save an Upload Configuration – if that changes, you can always go back and save your configuration later for any successful uploads.

Module Assessment
+<% util.points %> points
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Weekly Challenge Streak Weekly Challenge Streak: <% util.streakWeekly %>
You must include a first name and last name in your profile to create challenge environments.
Challenge account expires in <% util.expirationHours > 24 ? Math.round((util.expirationHours * 1.0) / 24) : util.expirationHours %> <% util.expirationHours > 24 ? (Math.round((util.expirationHours * 1.0) / 24) == 1 ? 'day' : 'days') : (util.expirationHours == 1 ? 'hour' : 'hours') %>.
Challenge account has expired. Please create a new account.
Report Card
Upload the Restaurant file
Apply the Capitalize Fully data cleansing rule to the Name field in the upload so the name is Turtlehead Tacos not TURTLEHEAD TACOS
Save an upload configuration called Weekly Restaurant File
Create the Featured Guests custom field
Add the new custom field to the Events entity type
Upload the Events file
Common Issues
Don't remember how to use Data Cleansing Rules? expand/collapse module
You can refresh how Data Cleansing rules work in Unit 2 . To update a Data Cleansing rule, you need to modify the row in the Configure File step. This can save you a lot of time in Excel applying formulas to make your data consumer-ready.
Forget to Save the Upload Configuration? expand/collapse module
To save an upload configuration from a past upload, navigate to Account Settings > Data File Uploads. Click on Details for any successful upload in your history to view the Upload Summary page. From here, you can save the Upload Configuration by naming it in the Configuration Name field and clicking save. Fun fact - you can also do things like download the original file, download a summary of your changes, or download files for any category of changes.
Previous Submissions
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