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.
Adding the Restaurants
Review this file here. Take a moment to review the file’s contents. Then, download the file and navigate either to Account Settings > Data File Uploads OR to Knowledge Graph > Add Entity > Upload Data File to initiate an upload.
In the Configure File stage:
- Make sure all fields are mapped properly (hint: “DMA” should be mapped to the custom field “Territory”)
- Ignore the “Takes Reservations” column as you don’t have that field in Yext
- Make sure the Name is in “Capitalize Fully” using Data Cleansing Rules
Fix any errors that come up in Spreadsheet View. Hint: it should be Food Truck not Street Truck.
Complete the file upload by acknowledging the changes for New Entities, Updated Entities, Unchanged Entities and Missing Entities.
Save the Upload Configuration as “Weekly Restaurant File” so you can easily reupload the file without having to touch any configuration.
Adding the Events
Add a new field for “Featured Guests” that can store a list of featured guests (type text-list). Make sure the API name is
c_featuredGuestsand that it’s available to the Event type. You can put it in the “Additional Information” field section for now.
Upload the events file
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.
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.
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.
Detailsfor 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.