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Bulk Upload: How do I use the bulk upload to add Locations?

Annie -

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 upload the completed CSV Template for Locations:

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

  •  Click Add New.  Click Bulk Upload.

Unit_Bulk_Upload1.png

  •  On the right, a file upload item will appear.
  • Click Browse to locate the file on your computer.  Take the steps to add the file.
  • Click Upload

 Unit_Bulk_Upload2.png

  • PeopleMatter will notify you if the important was Successful or Unsuccessful.  
  • If Unsuccessful, follow the prompts to review the errors and make necessary modifications.

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