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Import File Format: Locations

How To Import Locations

Rather than manually entering locations, a Company Administrator can import a file to add to an existing file.

Note: To use this import function, you must have Company Administrator rights.

Select Administration in the area at the top, go to Manage Locations, and then select Import Locations. The page that displays allows you to import a file of location information to add to an existing file.
To import a file, enter a file path and name, or browse to the file location. After locating the file, select Open to populate the field in the File to Import textbox.
Note: The import file must have a .csv extension.
To begin the process, select Import. To quit, select Cancel.

Using a comma as the field delimiter: When importing information, use a comma to separate the information for each field. If a field is empty, a comma is required to "skip" to the next field. Thus, the format could contain multiple commas in a row without spaces, as shown in the "required fields only" sample below.

Sample record with required fields only:
TestLocation,JoeContact,123 Main Street,,,Atlanta,GA,770-555-1234,,U.S.,30350,,ABC123,
Sample record with all fields:
TestLocation,JoeContact,123 Main Street,4th Floor,Accounting Department,Atlanta,GA,770-555-1234,1234,U.S.,30350, joe@company.com,ABC123,770-555-4321

Note: Various import files have limitations detailed File Importing Limitations under the Gather Key Information section in this guide.

Import File Format For Locations
Please refer to the following guide for the correct file formats:
Field Name	Field Type	Max Field Length	Required	Valid Values
Location Name	Alphanumeric	35	Yes	Name for location which must be unique per company
Location Contact Name	Alphanumeric	35	Yes	Location's primary contact person
Address 1	Alphanumeric	35	Yes	Location's street address
Address 2	Alphanumeric	35	No	Additional address information (room, floor, apartment)
Address 3	Alphanumeric	35	No	Additional address information (department)
City	Alphanumeric	30	Yes	Location's city
State/Province	Alphanumeric	5	Conditional	Location's state or province. See State/Province table for valid codes (required for U.S. and Canada)
Postal Code	Alphanumeric	9	Conditional	Location's postal code
Country	Alphanumeric	2	Yes	Location's country/territory
Telephone	Alphanumeric	15	Yes	Location's phone number
Extension	Alphanumeric	4	No	Location's phone extension
E-mail Address	Alphanumeric	50	No	Location's e-mail address; example: jdoe@somecompany.com
Fax Number	Alphanumeric	15	No	Location's fax number
UPS Account Number	Alphanumeric	10	Yes	Location's UPS account number
Support Telephone	Alphanumeric	15	No	Location's support telephone number
Support E-Mail	Alphanumeric	50	No	Location's support e-mail address
Rate Type Setting	Alphanumeric	1	No	P = published rates, A = negotiated rates. If this value is not given, it will default to published rates (P)
Associated Address Group	Alphanumeric	35	No	Location's Associated Address Group