Bulk Upload Locations Creation

Admins are able to bulk upload location functionality to create multiple locations at once. This reduces the manual labor involved with creating locations individually.

Utilizing the Bulk Uploader

Admin users should follow these steps to upload location files:

Navigate to Configurations > Settings > Locations
Select Bulk Upload The Admin ability to bulk add Users or Locations via a CSV file. User upload requires email, first name, last name, location, and role type; ATS User ID optional. Location upload requires name, country, address, city, state, zip, phone number, email, time zone, URL code, and date format Locations

On this page Admin users will have the option to manually add multiple locations in a table or upload them with a CSV.

Uploading with Manually Add

On the Bulk Upload Locations page click on + ADD LOCATION
Enter the information for the location. The following fields are required:
- Valid name
- Country
- Address
- City
- State
- Zip code
- Main phone number
- Main email
- Time zone
- URL code
- Date format
Repeat the process for all the locations to be added.
Select CREATE AND ACTIVATE Locations
- This button is disabled until all the location rows are completed with the required information.
- A descriptive error will appear to assist admins to fix any issues before uploading to the account.
Each Location A branch of the Company, which can be customized with a logo and brand colors is validated and created in the system.

Uploading with CSV

Admins must download the CSV template to use when uploading locations with this method. This can be download from the link in the Instructions at the top of the page or by clicking on the Download Template CSV button above the table.

A link to download a list of time zone codes and date formulas can be found in Instructions at the top of the page.

Enter the information for the locations on the CSV. The following fields are required:
- Valid name
- Country
- Address
- City
- State
- Zip code
- Main phone number
- Main email
- Time zone
- URL code
- Date format
On the Bulk Upload Locations page click on UPLOAD CSV to populate the table.
Select CREATE AND ACTIVATE LOCATIONS
- This button is disabled until all the location rows are completed with the required information.
- A descriptive error will appear to assist admins to fix any issues before uploading to the account.
Each Location is validated and created in the system.