Uploading Locations in Bulk

Overview

You may need to create a large number of locations in bulk. To do it, you can upload a list of locations using a CSV or XLS file.

Prerequisites

• You need to have an account with a Super User or Operations role, or a custom role with rights to upload locations.

Solution

Note: At a time, only up to 1000 Locations can be uploaded in bulk using a CSV or XLS file.

Below are the steps for bulk upload of Locations:

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Click on the Locations tab.
   
   
   
   
3. Click on the Upload Locations button.
   
   
   
   
4. Click Get Template.
   
   
   
   A zipped template in two formats (XLS and CSV) is downloaded.
   
   
5. Extract the downloaded archive and open one of the template files. You can use any spreadsheet program (e.g., Excel, Google Sheets, etc.).
   
   
   
   
6. Enter information about locations to the template and save the file on your computer.
   Refer to the Creating Locations article for more information about each field.
   
   
   
   
7. Click Choose File and select the file with location information you have created.
8. Check the Update Existing Records to overwrite information for existing locations with matching names. Otherwise, records for which there is a location with the same name will be skipped.
9. Click Submit.
   
   

Testing

1. Navigate to Locations > Location Map.
   
   
   
   
2. Zoom in to check that uploaded locations are displayed in the correct places.
   
   
   
   You can also click on a location to review its details:
   
   

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