How to Manage Locations via Bulk Upload

Created by Ivy Thompson, Modified on Thu, 22 Jan at 3:24 PM by Ivy Thompson

Bulk upload allows managing multiple locations simultaneously.

Admin: Full Access
Super User: Edit Data Only
Basic User: View Only

  1. Navigate to Location Profiler.

  2. Select More actions > Download Locations CSV.

  3. Open the file in Excel. Required fields for new locations: Name and Location Number.

  4. Update existing data or add new rows.

  5. To re-import: Select More actions > Upload Locations CSV.

Match CSV columns to system fields and click Submit. Ensure all mandatory fields are present to avoid import errors.

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