My Locations allows you to manage your current location data; from sales performance, lease expiry dates, franchisee contact information, and more. Any custom attributes regarding your store locations can be added, and then uploaded locations allow you to quickly find sites by their unique store IDs, categorize locations, show high performing sites, and their associated trade areas.
In this User Guide, there are two ways to update your data. Check out in-depth instructions below for updating either via:
- CSV Import; overwriting any existing dataset loaded into your account, or
- On the Fly Updates; updating your location set as the network changes with additions, closures, etc.
1. CSV Imports
If you're uploading your locations in one go, all store data needs to be consolidated into an excel sheet and downloaded to CSV format. Each column header in your excel sheet becomes a component of your location set in PiinPoint:
To upload your locations, there are a few required fields you'll need to include, and then some optional fields for other data you'd like to associate. Start by gathering the following information in an excel sheet:
- Location Names/Unique IDs: This is what we use to distinguish your different locations from one another. Whether it's "Queen and Spadina", "Toronto Location", or "1", as long as each name is unique, we can work with it.
- Address: This must be a latitude and longitude coordinate. If your data does not have coordinates, contact your Customer Success Manager for assistance in geocoding.
- Category: Assign a certain category of to each of your locations, e.g. In Development, Closed, etc. This allows you to toggle different categories of locations ON/OFF on the map view. If you only have one category of store, that's okay too! Just make sure to include a column for it.
- Performance Metric: This may be last year's total / average sales, the number of customers, annual growth rates, etc. This metric will be used to rank each store location from top to bottom and shown on each location's pop-up:
You can include any other metadata in your columns that you'd like to show:
- Secondary Performance Metric: Any other column in your spreadsheet can be used as a secondary performance metric. This might be YTD sales, % change in sales, lease end dates, etc.:
- Custom Attributes: Any other information can be brought into the table, such as store hours, phone number, district manager, franchise, the number of tables/seats, landlord, square footage, lease ends dates, etc.
Including sales data in your location set? Awesome! Just make sure that you include a duplicated value in your spreadsheet of your sales in plain text form, with the column header showing your timestamp by YYYY-MM-DD.
Uploading your Data to PiinPoint
- Export your location set from the spreadsheet to a CSV file
- Go to app.piinpoint.com/current-locations/upload
- Drag and drop or click to upload your file into the upload box:
Matching your Location Set Fields
Each column from your spreadsheet will be shown as a field to match. Simply match the fields to the relevant headers based on the previews provided in the upload state. Start with your Required Fields and then just fill the rest in as Custom Fields.
1. Address - If you don't have an address field, just pick some other value that has a geographic component e.g. City:
2. Unique ID - This will be how you query your locations in PiinPoint, label them on the map, and show them in Reports:
3. Category - This will be how you distinguish different type locations by their symbology on the map:
4. Sales - This will be the value we show on each Location pop-up and in Report:
5. Secondary Performance - This is your chance to set something else up as the other item on each location pop-up. Pick any field you'd like to see quickly when querying your locations, like Lease End date:
👉Keep in Mind
In order to continue to next page of assigning logos, you must have matched headers for all the required fields.
Once all these fields have been properly matched, select the option to "set all remaining to Custom Field" at the bottom of the page:
Then click Continue to upload your own unique logos for each Category type.
Regularly Overwriting your Locations 📅
Once your spreadsheet is assembled, you're ready to upload it to PiinPoint! To keep your PiinPoint locations regularly updated, share your spreadsheet with PiinPoint either via Google Drive or set up an SFTP so that any changes you make in your master location list is automatically updated in PiinPoint. Or, manage your location updates on the fly as outlined below.
2. On-the-Fly Updates
Once you have a location set in PiinPoint, you can easily update your network as it changes. Don't wait until the end of each month or quarter to indicate a new store opening or closure to the rest of your team.
On-the-fly updates allow you to:
- Create net new locations from your My Location panel
- Promote potential sites saved in a Candidate Layer
- Delete sites that are closed or relocated from a My Location pop-up
- All users in your organization who have "Has Administrative Privileges" will be able to add new locations, promote candidates, or delete existing Locations from your master location set uploaded behind the scenes and shown in PiinPoint. Make sure the appropriate people are being given this access from within your Account Settings:
Create Net New Locations
In the My Locations panel, you can add in new sites regardless of whether you've saved them to a Layer already or not.
- Start by zooming into your location and identifying the rooftop or lot you'd like to drop the marker on (keep in mind, this is what will show when you click Streetview for the new location)
- Open the My Locations panel and select the option to "+ New Location":
- Click on the location on the map where you'd like the marker to be saved
- Then fill in your key store attributes. Required fields are starred, but it's best practice to fill in all necessary data points.
- Click Save and the marker will appear on the map, with appropriate symbology based on the categorization it was assigned.
Delete Existing Locations
Store closures are inevitable as markets change, franchisees retire, online sales takeover, or sites are relocated. When you have a site that no longer exists, simply:
- Click on the store on the map
- Select the option to Delete Location and then hit Yes, Delete.
Promote from Candidate Layers
If your real estate approval process is in PiinPoint and all your upcoming sites are saved as Candidate locations, you can now promote those Candidate locations right into your My Locations set.
- Click on any point within a Candidate Layer
- Select the option to Promote to My Location
- This will open up a new modal where you can enter details about the new location. Make sure you type in a Category that matches one of your existing category and an ID that is not currently in use by another location.
Any new sites you add will be indexable immediately from within your location search bar, based on the unique ID you assigned during the promotion or addition of the location.
If you still have questions, don't hesitate to reach out to your Customer Success Manager via Chat or email email@example.com.