Outlet Action Import

Bulk create (append) outlet actions for task management and assignment across your outlet network. Existing actions are not updated by this import.

See Overview for authentication, file formats, response structure, and import order.

Endpoint

POST https://portal.coolrgroup.com/Controllers/Import.ashx?type=ImportOutletAction

UI access

• Portal: Outlet Management → Outlet Actions → Select Import Type: "Outlet Action"

Columns

Formats: .csv, .xlsx / .xls, .json — Download template

Column	Alias	Required	Type / Max Length	Validation	Notes
Outlet Code	Code	Yes	String, max 50	Must match an existing outlet	—
Outlet Action	OutletAction	Yes	String, max 200	Must be non-empty	Action description or name
Assigned To User	AssignedToUser	No	Email, max 200	Valid email format	Must be a CoolR user
Planned Date	PlannedDate	No	Date	YYYY-MM-DD or MM/DD/YYYY	—
Completion Date	CompletionDate	No	Date	YYYY-MM-DD or MM/DD/YYYY	—

Examples

CSV

Outlet Code,Outlet Action,Assigned To User,Planned Date,Completion Date
NYC-001,Install new cooler,john.smith@example.com,2026-03-15,2026-03-20
NYC-002,Maintenance check,jane.doe@example.com,2026-03-16,

JSON

{
  "data": [
    {
      "Code": "NYC-001",
      "OutletAction": "Install new cooler",
      "AssignedToUser": "john.smith@example.com",
      "PlannedDate": "2026-03-15",
      "CompletionDate": "2026-03-20"
    },
    {
      "Code": "NYC-002",
      "OutletAction": "Maintenance check",
      "AssignedToUser": "jane.doe@example.com",
      "PlannedDate": "2026-03-16"
    }
  ]
}

API import

curl -X POST 'https://portal.coolrgroup.com/Controllers/Import.ashx?type=ImportOutletAction' \
  -H 'Cookie: .ASPXAUTH=your-auth-token' \
  -F 'file=@outlet-actions.csv'

Replace outlet-actions.csv with outlet-actions.xlsx or outlet-actions.json as needed.

Response

See Overview - Response format for response structure and error handling.

Common errors

Error	Cause	Fix
Missing required field: Outlet Code	Empty outlet code	Fill in Outlet Code for every row
Missing required field: Outlet Action	Empty outlet action	Fill in Outlet Action for every row
Outlet Code '[code]' not found in system	Outlet doesn't exist	Create the outlet first via Outlet Import
Invalid email format	Invalid assigned user email	Provide a valid email in user@domain.com format
Invalid date format	Invalid date value	Use YYYY-MM-DD or MM/DD/YYYY format

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For support, contact support@coolrgroup.com