Let's take a look on how to bulk upload locations in Donesafe.
To start, go to Admin Settings section, click on Locations and go over to Bulk Import.
To bulk upload Locations, you need to upload them in a csv file.
To get a template for that csv file, simply click on Location button.
Read the CSV template manual below for explanations on each of the fields:
Template Manual
external_uuid - The unique identifier of the record (can use email if importing user)
created_at - Creation of record (leave blank if you want it to be set to current time and date) Format: DD-MM-YYYY HH:MM:SS
name - The name of location
address_line_1 - Address Line 1 of the user/record
address_line_2 - Address Line 2 of the user/record
suburb - Suburb of the user/record
state - State of the user/record
country - Country of the user/record
postal_code - Postal code of the user/record
parent_location - Name or external uuid of the parent location of the record Format: {Existing name or external uuid of a location} Example: Pyrmont Branch external_uuid:UID7376812
scheme - Name of the workers compensation scheme of the location Format: {Existing name of a scheme} Example: New Zealand
active - Make the record active or inactive Format: For true: true, t, Y, yes, Yes For false: false, f, N, no, No
The good thing with this is that you don't need to fill in every field as long as you have the Name, you're set. If you do want to input parent locations, make sure that you place the parent locations at the top of the list in their order of hierarchy or have them edited manually first. Furthermore, ensure that if you do link a location into a parent location that you match the spelling and case exactly, the same applies to the Applicable Scheme.
When your csv file is ready, drop the file or click the button to upload and choose the csv file to upload.
Wait until the csv file has been uploaded
Then click on Import button.
There you have it, you now know how to bulk upload locations in Donesafe.