Only admins can import a location tree using an Excel file.
How to Perform:
- Click on the "Locations" module in the side menu.
- The locations screen will display existing locations (if there are any).
- Press on the three dot button at the top right corner and select “Import”.
- Now, in the import screen press the “Upload” button and select the relevant file.
- Please note! The column’s titles in the excel spreadsheet will be used to match the file to relevant fields in the system. Associate the matching fields.
Note - It is mandatory to define a unique ID and name to a location. - After associating the fields, press on “Preview”.
- This button will display before you the match you have performed between the Excel file and the system’s fields.
- In case the fields are mismatched, press on the “Modify columns” button and match the fields again.
- Next, press on import.
- The system will display a pop-up window with the following message: “The system will email the results of the import”.
- At the end of uploading the file, the system will send you an email including the results of the upload.
- In case the upload failed, It is required to fix mistake in the Excel file, and start the import process again.