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Location Import File Specification

Use this specification when uploading locations from the Locations grid using the Import Locations action.

File format

  • File type: CSV (.csv).
  • Header row: Required. Column names can use any of the aliases listed below. Matching is case-insensitive.
  • Row order: Columns can appear in any order.
  • Extra columns: Any columns not defined below will be ignored.
  • Encoding: UTF-8 is recommended.

Column definitions

Column header Data type Required Accepted aliases Description
Name Text Yes LocationName, Location Full location name.
Label Text No DisplayLabel, ShortName Short label for displays. Should be unique. If not specified, the system will generate a unique acronym based on the Name column.
ExternalId Integer No BuildingId, ExternalIdentifier External identifier for payroll system when applicable. Currently only applicable for CSIU/FIS clients.
PrimaryContact Text No Contact, ContactName Name of the primary contact for the location. Defaults to empty string.
PhoneNumber Text No Phone, Phone Number, Phone_Number Contact phone number. Defaults to empty string.
AddressStreet Text Yes Street, AddressStreet, Address Street Street address line.
AddressCity Text Yes City, AddressCity, Address City City.
AddressState Text Yes State, AddressState, Address State State or province.
AddressPostalCode Text Yes PostalCode, Zip, ZipCode, AddressPostalCode, Address Zip Postal or ZIP code.

Notes

  • The Location import process is "add-only". If a location included in the file matches an existing "Label" or "ExternalId", it will be quietly ignored. Only the new locations will be imported.
  • The address should be the physical address where substitutes are expected to report.
  • The ExternalId column is only applicable for certain clients. If you are unsure whether to include it, please consult your system administrator.
  • The Label values should be unique to avoid confusion in display and notifications. However, it can be updated at any time after importing.

Example CSV

Name,Label,PrimaryContact,PhoneNumber,ExternalId,AddressStreet,AddressCity,AddressState,AddressPostalCode
Central School,CS,Jane Smith,555-1234,42,100 Main St,Centerville,CA,90210