Import Service Location

Before You Start

Make sure the Customer Addressbook has already been imported.

What You Need in the File

Use the Service Location Import Template and include these fields:

• Customer ID* (from previous Addressbook import) to act as the unique identifier that will associate the service locations to its certain customers.
• Customer Name
• Service Location ID *
• Location Name
• Contact Name
• Phone Number *
• Email
• Street*
• City*
• State*
• ZIP Code*

Note:

• Only two phone numbers are supported: one for Phone and one for Mobile.
• Remove any duplicate entries – duplicates will be imported separately.
• Check for bad data, such as multiple names or phone numbers in one field. Bad Data can cause an unsuccessful import.

⚠️ Important: Delete the column headers before importing. Leaving them in the file may cause errors.

SERVICE LOCATION IMPORT TEMPLATE

Note that columns with (asterisk) * are required.

How to Import Service Location

1. Go to:
   Settings > Integrations > Import List

2. Click:
ACTIONS > Import Service Locations

3. In the pop-up window:

• Select your timezone
• Click Upload, and choose the correct Excel file

4. Map your file’s columns to the system fields, then click Save

5. Once the file uploads, the status will show as COMPLETE (may take time if you have many records)

To check the upload:

• Click the three dots beside the file status
• Select Details

6. Make sure the Total Rows and Successful Rows match

7. If successful, go to:
Customer Module > Choose a Customer > Locations tab
Confirm that the imported service location details are correct.

8. If there are errors:

• The system will not import the problematic rows
• The Error tab will show the issue, line number, and description

9. Export the error log to Excel, fix the issues, and re-upload the corrected file.