Import Existing Retailers

If you have an existing list of retailers, Prolo makes it simple to import them via a CSV file to get your finder up and running in no time. Just follow the steps below.

In order to begin, your CSV file ( what is a CSV file? ) must contain the following column headr:
  • Name
  • Address
  • City
  • State
  • Zip
Optional columns include:
  • Phone
  • Website
  • Latitude
  • Longitude
All other columns will be ignored during the import process. We have created a handy template that you can download to help get you started. [ Download Template ]

Once you have your CSV file formatted accordingly, log into your Prolo dashboard.
  1. From the 'Your Finder' view, click the 'Add Retailers' button. 
  2. Within the 'Import Retailers' section, click the 'Manage Imports' button.
  3. Now, click 'Choose CSV File' and locate your csv file on your computer, select it and click 'Upload CSV'
  4. A new import is created and the retailers you provided are ready to be processed. Generally, this takes 5-10 minutes to complete but may take up to several hours.
Once the process has run, you will see the number of retailers added and possibly, the number of retailers missed. A "missed" retailer is one we could not match exactly against those in the database. You can step through each missed retailer and Prolo will offer suggestions as to matches for the retailer. Click the one that matches and you'll move onto the next. We told you it was easy.

If you do however experience issues while trying to upload a CSV file to Prolo, you may need to update your save-as settings. If you're using common software such as Microsoft Excel, you can change these settings by selecting "save as" from the File menu and selecting "Windows Comma Separated (.csv)" from the format option located in the lower portion of the popup screen. This option will change the file type to one that is more compatible with our import tool. Once you've completed these steps, save your file with a new name and try importing the newly created CSV.

Feedback and Knowledge Base