Bulk Editing (Attribute Template)

Bulk Updating

Administrators can use the bulk update functionality to change values for multiple attributes and properties at once.  Bulk editing uses the Attribute Template.  Note that only the attribute vlaues can be changed with the template, new attributes cannot be created. nor can attributes themselves be changed using the template.  

To download an Attribute template, click the Download template button at the bottom of the Manage Attribute Drawer.  Clicking this button gives you the option to download a template to change any or all of the attributes associated with a property.  This includes both your custom attributes and Waypoint standard attributes.  Upon downloading the template you can select which attributes you want included:

The template is also subject to property filters, so if you want the template to update values for all properties, make sure that any filters you may have set have been cleared before downloading the template.  Conversely, if you only want to edit attributes for certain properties, only select those properties in the filter before downloading the template.

Template Notes:

• The file template is a CSV (comma separated value file) and needs to be a CSV when uploaded to process successfully.  CSVs can be edited using Excel, but be wary of any Excel automattic formatting, such as removal of leading 0s or automatic date formatting that Excel might try to apply.
• Only the entries in the Attribute Value column (Column G) should be changed.  All other data needs to be present and accurately mapped to upload the template successfully, but no changes can be made in Waypoint by changing the other columns.  You cannot change the attribute category, code, or name using the template.  All of those changes need to be made in the Manage Attributes drawer prior to downloading the template.
• The upload will only affect the Entities/Attributes present in the file.  If you do not want to change the value of an attribute for a certain property, remove that property/attribute in the template you are upload.
• If you leave an attribute value blank for a property, it will delete existing value (or values) for that attribute. 
• While you can delete rows from the template if you do not want to update the value for a property and attribute, you should not delete any columns from the template. 
• The Entity Codes in Column A are an internal Waypoint code for identifying the property and must not be changed.  Note that they they may or may not correspond to a code you are aware of (such as a PMS system code).  
• To enter multiple values for the same attribute for the same property (where multiple values are allowed), put each value on a different row in the template but with the same entity code and attribute code.  
  

• Attribute data types are limited to the following values:
  • string (for text attributes)
    • If there are commas or other formatting in the string, encase the string in double quotes (Excel should do this for you when saving the CSV)
  • number (for any numeric attributes -- decimals, percentages, currency, etc.)
    • Number values must only include numbers:
      • Currency symbols are not allowed
      • Percentage symbols are not allowed (you must enter 5% as .05)
      • Commas at the thousands place are not allowed
  • datetime (for dates)
    • Enter these in the template as as MM/DD/YYYY
  • boolean (for Y/N attributes)