A separate Excel spreadsheet template is provided for each kind of data you can import via the Data Import Tool. Each spreadsheet comprises multiple worksheets.
For example, the Location template comprises six worksheets, the five to the left for master definitions and the “Locations” worksheet for submitting locations.
Image: Example of tabs in spreadsheet.
Spreadsheet Templates
| The spreadsheet template for... | Provides these worksheets... | To be imported to 25Live... |
|---|---|---|
| Location | Partitions | Location Partitions Master Definition |
| Location Layouts | Location Layouts Master Definition | |
| Location Features | Location Features Master Definition | |
| Location Categories | Location Categories Master Definition | |
| Location Custom Attributes | Location Custom Attributes Master Definition | |
| Locations—including location name, formal name, partition, maximum capacity, fill ratio, categories, features (with quantity), layouts (with capacity), default layout, relationships to other locations, and custom attributes | Locations | |
| Organization | Organization Custom Attributes | Organization Custom Attributes Master Definition |
| Organization Types | Organization Types Master Definition | |
| Organization Categories | Organization Categories Master Definition | |
Organizations—including name, title (formal name), account number, type, category, Schedule25 Optimizer (S25) name, and custom attributes To upload partition preferences on organizations, see the Preferences sheet below | Organizations | |
| Contact | Security Groups | Security Groups list |
| Contact Custom Attributes | Contact Custom Attributes Master Definition | |
| Contact Roles | Contact Roles Master Definition | |
| Contacts—including their full name, internal ID, title, address, phone, fax; contact role by organization; and custom attributes | Contacts | |
| 25Live Users | 25Live Users | |
| Resource | Resource Custom Attributes | Resource Custom Attributes Master Definition |
| Resource Categories | Resource Categories Master Definition | |
Resources—including their name, categories, stock levels (with start/end dates), and custom attributes | Resources | |
| Preferences | Partitions | Location Partitions Master Definition (same as the Location worksheet) |
| Preferences | Organization Partition Preferences (for use with Schedule25 Optimizer) |
For more information about the location, organization, contact, and resource data included in the tables above, see the 25Live help topics.