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Bulk Upload: How do I download the Location PeopleMatter CSV Template for Units?

Andrew -

The Location PeopleMatter CSV Template can be used to bulk upload locations into PeopleMatter.  This is typically done if you are new to PeopleMatter and need to get your locations added quickly.  (Note that there are other ways to accomplish this task, so if you are not sure of the best strategy for your organization, please speak to a PeopleMatter Representative for assistance.)

To download the CSV Template for Locations:

To access Units at any time, follow this path: Settings. Select your organization. → Company Settings/Units.

  •  Click Download PeopleMatter CSV Template

Unit_CSV_Download.png

  • The file will download to your computer.  
  • Complete the required information.  
  • Save the file on your computer. 

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