Bulk Upload - Company Sites
The below article is relating to the bulk upload - Company Sites which can be found by navigating to:
Administration -> Company -> Bulk Upload
The Company Sites bulk upload is under the Company Structure section here:
Once you've selected the Company Sites Bulk Upload you'll be directed to this page:
The page includes the following:
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV
When you download your sample CSV file it will look like this:
The CSV fields include:
Site Reference - Reference number/code for this office location. This field can contain numbers and/or letters. This field is Mandatory.
Office Name - The name of this office location, this field can be made up of letters and/or numbers. This field is Mandatory.
Company Name - The name of the company who reside at this site, can be made up of letters and/or numbers. This field is Optional.
Address - Address line 1. This field can be made up of letters and/numbers. This field is Optional.
Address 2 - Address line 2. This field can be made up of letters and/numbers. This field is Optional.
County - County/state, this field can be made up of letters and/or numbers. This field is Optional.
Post Code - Post/Zip Code, This field can be made up of letters and/or numbers. This field is Optional.
Country - Please see below list of valid entries:
Antigua and Barbuda
Bolivia Plurinational State of Bonaire Sint Eustatius and Saba
Bosnia and Herzegovina
British Indian Ocean Territory
Central African Republic
Cocos (Keeling) Islands
Congo The Democratic Republic of the Cook Islands
Falkland Islands (Malvinas)
French Southern Territories
Heard Island and McDonald Islands
Holy See (Vatican City State)
Islamic Republic of Iraq
Isle of Man
Democratic People's Republic of Korea
Republic of Kuwait
Lao People's Democratic Republic
Libyan Arab Jamahiriya
The Former Yugoslav Republic of Madagascar
Federated States of Moldova
Republic of Monaco
Northern Mariana Islands
Occupied Palestinian Territory
Papua New Guinea
Saint Helena Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and The Grenadines
Sao Tome and Principe
Sint Maarten (Dutch part)
South Georgia and the South Sandwich
Svalbard and Jan Mayen
Syrian Arab Republic
Taiwan Province of China
United Republic of Thailand
Trinidad and Tobago
Turks and Caicos Islands
United Arab Emirates
United States Minor Outlying Islands
Bolivarian Republic of Venezuela
Virgin Islands British
Virgin Islands U.S.
Wallis and Futuna
Telephone = Telephone number for this site location. NOTE: Please ensure if using a spreadsheet to create the CSV file that you set this column type to TEXT or it will drop the leading zeroes – e.g. 01234 will become 1234. Alternatively, you can check the CSV file in a text editor before uploading e.g. 012345679.
Fax - Fax number of this site location. NOTE: Please ensure if using a spreadsheet to create the CSV file that you set this column type to TEXT or it will drop the leading zeroes – e.g. 01234 will become 1234. Alternatively, you can check the CSV file in a text editor before uploading e.g. 012345679.
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