Import locations
Upload a CSV file to create or merge location records in bulk.
Bulk import location records from a CSV file.
When to use this page
Use this page when many location records need to be created or merged at once.
Use it only after the source file is reviewed and ready for upload.
Before you start
Confirm that:
the file is in CSV format
the file contains only the locations you want to process now
the values are complete and consistent
you are ready to review the import result after processing
Export the current location list before import. Keep it as the pre-change reference.
Validate the file
Before you upload, confirm that:
the file uses the correct location columns for your flow
duplicate or outdated location rows are removed
the location names and related values match the records you want in the system
Import location details
Verify the result
After the file is processed, confirm that:
the expected location records are available
failed or skipped rows are understood
the updated location list matches the source data you intended to import
Compare the updated list with the pre-change export. Stop and investigate before another upload when unexpected records appear.
Result
The reviewed location records are merged and verified for custody workflows.
Next steps
Configure locations — return to the location hub
Export locations report — download the updated location list
Last updated
Was this helpful?


