Request bulk updates to your Dutchie POS data

Things to know

• If you need to update product pricing or inventory cost, you can do so in bulk on your own. See: Bulk update prices and costs in Dutchie POS for more information.

Request an export of your data

Contact Dutchie Support and describe what data you want to update. For example:

• Request a product export so you can update pricing or low inventory thresholds.
• Request an inventory export to update grams/concentration values or flower equivalents.
• Request a customer export to assign customers to customer groups or customer types or to clean up inconsistencies and fill in missing details.

You can edit multiple fields (columns) in a single export. For example, you can update costs, prices, and flower equivalencies within a single product export. When submitting your export request, be specific about what changes you want to make so we can prepare an export file with only the relevant fields.

Edit the file

Once you receive your export file, open it and make your changes.

• Do not edit any column headers or anything in the ProductId, InventoryId, or CustomerId columns.
  • These primary keys must stay the same to ensure a successful re-upload.
  • Dutchie Support may lock these columns before sending you the export file to avoid unintended changes. You can also lock columns or other cell ranges before delegating updates to another member of your staff. See how to lock columns and primary keys below.
• When sorting the sheet, be sure to sort the entire sheet. Sorting only one column will break the ProductId/InventoryId/CustomerId mapping and could result in unintended changes.
• You may delete any rows that you’re not updating. For example, if you only need to update pricing for a select group of products, you can delete the rows for all the products that don’t need price updates.
• Uploads will change all the data as shown, so avoid making any other changes to the relevant fields in the Backoffice between export and import. For example, if one person makes price changes on the spreadsheet while another person makes price changes in the Backoffice not reflected on the spreadsheet, importing the spreadsheet will revert the Backoffice changes.
• Uploads are restricted to 10,000 rows. If you need to update more than 10,000 records, it will need to be split into multiple files.
• Fields with configurable options selected from a dropdown, such as product category, must be an exact match to an existing option in your Backoffice or a validation error will occur when importing the edited file. Bulk imports cannot be used to create new options.

Send it back to us

When you’re finished making your changes, send the updated spreadsheet back to Dutchie Support. A member of our team will double-check the spreadsheet and may reach back out to you with any questions or to resolve any potential issues before importing the spreadsheet.

Note that the spreadsheet file must be in .CSV format.

We aim to import changes outside dispensary business hours whenever possible, so let us know what yours are.

How to lock columns and primary keys in your spreadsheet

Avoid editing any column headers or the primary key columns ProductID, InventoryID, CustomerID, etc). You can lock these column headers to prevent changes as an extra security measure.

Google Sheets

Google Sheets allows you to protect specific ranges or sheets while giving others view or edit access.

1. Select the Range to Lock:
   Highlight the rows, columns, or cells you want to protect.
2. Open the Protect Options:
   • Go to the menu and click Data Protect Range.
   • In the right-hand panel, click Set Permissions.
3. Set Permissions:
   • You can either restrict editing to only yourself or specific users, or set it to allow only certain collaborators to edit.
   • Add a description if desired (e.g., "Protected for template integrity").
4. Click Done:
   This will lock the range for unauthorized editing.

Use Data Validation to create dropdown menus in certain columns, forcing users to select from pre-approved values.

Microsoft Excel

Excel provides the ability to lock specific cells by using the Protect Sheet feature.

1. Unlock All Cells First:
   • Highlight the entire sheet by clicking the top-left corner (or press Ctrl + A).
   • Right-click, choose Format Cells, then go to the Protection tab.
   • Uncheck Locked, and click OK.
2. Select Cells to Lock:
   • Highlight the rows, columns, or individual cells you want to lock.
   • Right-click, choose Format Cells, and in the Protection tab, check Locked.
3. Protect the Sheet:
   • Go to the Review tab in the ribbon and click Protect Sheet.
   • Set a password (optional) and choose permissions (e.g., allow sorting but prevent editing).
   • Click OK.

To prevent unintended modifications to formulas, you can specifically lock formula cells while leaving other areas editable.