- Click Monitor.
- Under Tracking, click Manage locations.
- Click Download import template.
- Make necessary changes, add locations, etc. (*See instructions below)
- Click Import locations.
*Instructions
There are two types of location imports that can be performed:
- Bulk editing existing locations in this organization
- The download template file must be downloaded using the download import template function as shown above. Once edited this file can be re-imported.
- This file can only be safely edited in a text editor. NOT in Microsoft Excel.
- Only the rows provided in the template may be edited.
- Do not copy and paste rows when using the Update template.
- When using the Update template DO NOT edit column A, as this is the reference field.
- Import locations from another organization
- The import file can be downloaded using the download import template function. Once exported from one organization, it can be imported as is in this organization. If editing is required, this needs to be performed in a text editor and NOT using Microsoft Excel.