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How To Import And Edit Locations(Sites)

  1. From the main menu, hover on ‘Customers’
  2. Click ‘Locations’ from the dropdown menu
  3. From the top right, click the ‘Import’ iconfollowed by click ‘Import Data’
  4. If you don’t have a location spreadsheet template then from the opened modal/popup bar, click ‘No, I need to download a template to fill in’ and download the template
  5. Fill this sheet and once finished, again click ‘Import data’, and now from the modal, click ‘Yes, I have a Customer spreadsheet ready for import’
  6. Upload the spreadsheet and click ‘Next’
  7. Match the columns and finish the import