Primary Locations

First, let’s add in your Primary Locations (ex: buildings, facilities)

 

  1. Download Location Data Import Sheet.csv
  2. Open CSV in ExcelDo not add or remove any headers in row 1)Add in your data starting with row 2)Do not add anything to the “Parent Location ID” column
  3. Save as a new CSV file
  4. Upload new CSV under the Locations tab > Import > Upload CSV

Sub-Locations

Next, let’s add in the designated spaces inside your Primary Locations, or in other words, your Sub-Locations (ex: floors, zones)

  1. Download another copy of sample CSV Location Data Import Sheet.csv
  2. Open CSV in ExcelDo not add or remove any headers in row 1)Add in your data starting with row 2)In the “Parent Location ID” column, fill in the ID of the corresponding Primary Location. To find the Primary Location ID:Navigate to the Locations tab Select the desired Location Locate Location ID via the URL Address. This is the last ten characters after the forward slash. 
  3. Save as a new CSV file
  4. Upload new CSV under the Locations tab > Import > Upload CSV

The maximum amount of Locations on an individual CSV is 1000, there is no limit to the total amount of Locations you can hav

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