Importing Locations

Preparing the File

The file must be a comma-separate values (CSV) file. Such files can be produced from Excel.

Note the following guidelines:

Use a .csv extension for the file.
File must contain at least one row.
Column headings are optional.
To enter a multiple-line address, separate each line with a \n (e.g. to specify "123 Main Street, Apt. 12", enter "123 Main Street\nApt. 12")

Tip: If you use column headings, create ones that are similar to or identical to the field names in the record: this will save time when matching the CSV contents to the record's requirements.

Location, Type, Parent

Atlanta, District, Georgia

Georgia, State, Eastern USA

Eastern USA, Region, Head Office

When multiple languages are being used, CSV files can contain a title for each language.

If the CSV is for...	It must...
creating records	contain all required fields
modifying records	have a location name or System ID identical to an existing record in each row
both creating and modifying records	contain required fields for both new and existing records

If the CSV is for...

It must...

creating records

contain all required fields

modifying records

have a location name or System ID identical to an existing record in each row

both creating and modifying records

contain required fields for both new and existing records

Importing the File

Choose the appropriate client or your own organization.

Click Configuration (tab), then Locations.

Click Import locations.

Browse to the location of the CSV file and open it.

Click Next.
You see a progress indicator, then a screen that allows you to match the contents of the CSV to the potential contents of the record.
Import Locations Screen

If the first row of the file contains column headings, check the Ignore the first row when importing... option: the screen shows, in the Your Data column, the second row of the CSV file.
- or -
If the first row of the file does not contain column headings, clear the Ignore the first row when importing... option: the screen shows, in the Your Data column, the first row of the CSV file.

Use the arrow buttons to view additional rows, if necessary.

For each column in the CSV file, choose the matching Field, or choose Do not import this field.

Click Next.

If any errors are found in the CSV file (for example, data needed for creating a record is missing, or you specify a location parent without a location level), you are prompted to either view the error file or proceed. Rows with errors will not be imported. Choose to cancel (so you can change the matching or the CSV file itself and try again) or continue.

You see the Confirm and Save screen.
If the CSV file contains information for an existing record, you can choose whether to leave the record unchanged or update the record.

Click Confirm and Save.
The information is imported.