Locations

Batch Importing Locations from CSV

Import multiple locations at once from a spreadsheet.

Last updated June 4, 2026

Have many locations? Import them all at once from a CSV file.

1

Open the Import Option

Go to Locations and look for the Import or Batch Import button.

Open the Import Option
2

Download CSV Template

Click Import and download the CSV template with pre-filled column headers.

3

Fill Your Data

Complete one row per location:

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Important: Save CSV as UTF-8 encoding to preserve special characters.
📋 Form Fields
Field Required Description
name ✅ Yes Location name e.g. "Downtown Office"
address ✅ Yes Full street address e.g. "123 Main St, NYC"
contact_name Optional On-site contact e.g. "John Smith"
contact_phone Optional Contact phone e.g. "555-0123"
contact_email Optional Contact email e.g. "john@co.com"
access_instructions Optional Entry instructions e.g. "Side door, code 1234"
4

Upload & Confirm

Upload the CSV, review the preview for errors (marked in red), then click Import All.

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Duplicate location names are flagged. Import won't overwrite existing locations.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.

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