If you have a large list of sites, jobs, or projects, you can upload them all at once using our CSV bulk upload feature. This is much faster than adding them one by one.
Note: In this article, we will refer to them as Sites, but your account may call them 'Jobs,' 'Projects,' 'Clients,' or 'Customers'.
Using the Bulk Upload Feature
To bulk upload Sites from a CSV file, you first need to ensure your file is in the correct format by using our template.
Log in to the Admin Console and navigate to Sites from the main menu.
Click the orange Add icon (+).
Select Bulk Upload.
Click the 'Template' link to download the correctly formatted CSV file.
Once you have the template:
Open the template file in your spreadsheet software (like Excel or Google Sheets).
Organise your existing list of sites into the columns of the template.
Save your completed file.
Go back to the "Bulk Upload" screen in Site App Pro, click the 'Upload' button, and select your file.
Your file will now be imported.
Following the CSV Template Rules
For your bulk upload to work, your data must follow the template's format. Here are the key rules:
Required Field: You must enter a Name for every site. All other fields are optional.
Optional PIN: Must be a 4-digit number (e.g.,
1234).Scheduled Start & Scheduled End: Dates must be in DD/MM/YYYY format.
Email List: Use a comma to separate multiple email addresses (e.g.,
[email protected], [email protected]).
Note: Don't worry if it's not perfect. You can always edit or fix any details from within the Sites page at a later time.