# Bulk Site Creation Bulk site creation is used to onboard up to 2,000 sites to Verifone Commander Central rather than one site at a time. This feature utilizes an Excel Spreadsheet where site information such as service ID, address, and hierarchy assignment is entered in a spreadsheet and then uploaded to the cloud. The data entered is checked for validity after it is uploaded to the cloud and a Bulk Upload Report is generated to provide information on whether the site creation was successful. ### **Downloading the Template** {% stepper %} {% step %} **Sites Form** Navigate to **Administration > Site Management > Sites**. {% endstep %} {% step %} **Create Site** Select **Create Site** in the top right corner of the menu.

{% endstep %} {% step %} **Create in Bulk** Select **Create in Bulk**.

{% endstep %} {% step %} **Excel Template** Click on **Downloading Excel Template File.**

{% endstep %} {% step %} **Download Petro\_Cloud\_Template.xlsx** Download the Excel document titled **‘Petro\_Cloud\_Template.xlsx’**. When you open the document, you may need to Enable Editing depending upon your Microsoft Excel version.

{% endstep %} {% step %} **Enter Site Information** Enter in the site information, one site per row. All fields that have an asterisk (\*) are required. After all the entries are completed, save the changes made to the spreadsheet.

Field	Description
Service ID*	The Verifone Service ID shown in the site’s contract with Verifone.
Site ID	Any ID number used by the organization operating the site.
Site Name*	The name of the site. This is useful when searching for sites. You must enter a site name and it must be unique to the site.
Sub Groups*	Assign a site to a location in the hierarchy using the Sub Groups. The hierarchy subgroups must exist before the bulk upload, or the site will be added to the root company.
Street Address*	The physical address of the site.
City*	The municipality in which the site is located (or equivalent).
Zip Code*	The ZIP code for the site.
State*	Choose a state from the drop-down list.
Custom Attributes	You can create your own attributes for sorting and filtering sites. See below for more information.

{% hint style="warning" %} A valid Verifone Service ID MUSTbe entered. If the entry is incorrect the site will not be onboarded. {% endhint %} {% endstep %} {% step %} **Template Download Page** Return to the Template Download page on Verifone Commander Central and select Continue at the bottom of the page. {% endstep %} {% step %} **Drag and Drop** Drag and dropthe Petro Cloud Template Spread sheet in the dotted area or Browse files and locate the file to upload.

{% endstep %} {% step %} **Drag and drop XLS file here** After the file is ready to transfer, the ‘’ will update to the name of the file selected. Click Continue to upload the file. {% endstep %} {% step %} **Transaction ID** The Done screen will appear. A **transaction ID**for the upload will be generated for your reference. From here, you can select reports page on the screen to view the **Bulk Upload Report**, or you can navigate to View Sites.

{% endstep %} {% endstepper %} ### **Bulk Upload Report** After a bulk site upload is completed, a Bulk Upload report is generated to provide details on which sites were successfully added to Verifone Commander Central. The report can be accessed by selecting the ‘reports page’ text in blue (shown above) or by navigating to Administration > Site Management > Bulk Upload Report. Each Bulk Upload performed has a Transaction ID generated, allowing you to review the specific Transaction ID in the reports list. A status is generated to let you know if there was an Error in the upload, or if the upload was completed successfully. Since multiple sites can be uploaded at the same time, an Error response will appear even if there is only one site that had an issue. If all sites upload without any errors, the Status will show a green Success. #### **Bulk Upload Report Errors** The following errors may occur during upload. Utilize the table below to resolve any errors that occurred during the upload. Be sure to select the Transaction ID associated with the upload.

Error	Description	Resolution
Mandatory Fields Required	If any mandatory fields are missing (Service ID, Site Name, Address Line 1, Country, State, City, or Zip code).	Confirm that the information is present in the mandatory fields and upload the site again.
Invalid Service ID Range	If the Service ID Length is less than 7-Digits.	Confirm the Service ID entered is 7-Digits.
Service ID Not Found	Service ID Not found in CRM Database.	Confirm the Service ID is a valid Service ID.
Site Created Successfully	Site Created Successfully.	Upload completed without any errors.
Invalid Attribute. Site Created Successfully	Site created successfully and an invalid attribute was found.	The site was added to the Sites list, but an attribute was invalid. Make corrections to the site on the Administration > Sites page.
Invalid Subgroup Combination Found. Invalid Attribute. Site Created Successfully	Site created successfully but has an invalid subgroup name and attribute combination.	An invalid attribute and subgroups (hierarchy assignment) were found in the uploaded document. Make corrections to the site on the Administration > Sites page.

Error	Description	Resolution
Invalid subgroup combination found. Site Created Successfully	Site was created successfully but subgroup combination is incorrect.	The subgroups (hierarchy assignment) was invalid in the uploaded document. Make corrections to the site on the Administration > Sites page.
Site Name Already Exists	The site name already exists in sites table.	Either change the existing site record’s name or change the site name in the upload document. The site will need to be added again after changes are made.
Duplicate Service ID and Site Name	A duplicate Service ID and Site Name combination found in the upload document.	Remove the duplicate records and upload the site again.
Duplicate Service ID	A duplicate Service ID was found in the upload document.	Remove the duplicate service ID and upload the site again.
Duplicate Site Name	A duplicate site name combination was found in the upload document.	Remove the duplicate site name and upload the site again.
Site: Entity Service Error	Site entity service failure.	Attempt the upload again.
Address: Entity Service Error	Address entity service failure.	Attempt the upload again.
Mandatory Fields Required	If any mandatory fields are missing (Service ID, Site Name, Address Line 1, Country, State, City, or ZIP code).	Confirm that the information is present in the mandatory fields and upload the site again.
Invalid Service ID Range	If the Service ID Length is less than 7-Digits.	Confirm the Service ID entered is 7-Digits.

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