Importing Locations - for multiple new locations
Need to add a set of new locations to your account?
By using the Location Import Template, you can properly format your locations in order to add to your account.
Below are the steps to formatting your locations prior to importing.
(Note: Only Account Administrators can download the Location Import Template. As an Account Administrator, you cannot import your locations. You must send the location file to the Walsh Customer Service Team to review the locations and once quality checked, they will finalize the import. This will eliminate any discrepancies in the location file, as the location structure can be very detailed.)
- From your Dashboard, click on Setup, and click on Location Structure to access your Locations.
- In the right-hand corner, click on Download Template for Import.
- Using the Walsh Template for Import, input your locations with the proper structure format provided. (Room, Room Type, Room Department, Area, Floor, Building, Campus)
- Ensure that all location levels are formatted in the same manner as those locations currently in the system. (Ex. If there is a Floor labeled "1" already in the system, in the import template you must add "1" in the Floor column, if the room format is room number then name, use the same format).
- Once the file is complete, send the completed template to the Walsh Customer Service Team (support@walshintegrated.com). Walsh Customer Service will review the file for quality checking and import your locations.
Summary
When adding a new set of locations to your account, download the Template for Import file. Once the file is filled out properly, send the file to the Walsh Customer Service Team to quality check the locations, and to import it into your account.