1. Understand why bulk uploading sites is useful
- Bulk uploading is helpful when you have many sites or locations to add at once.
- Preloading site information saves time later when creating service calls or work orders.
- Once sites are already in the system, you won’t need to re-enter the same site details each time.
2. Open the Bulk Upload tool from the Sites menu
- From the main menu, go to Sites.
- Select Bulk Upload.
- This is where you’ll upload a CSV file containing all of your site records.
3. Download the CSV template
- Click the CSV template download button.
- Save the file to your computer.
- Use this template to make sure your data is formatted correctly for upload.
4. Fill in the site information in the CSV file
- Enter the required site details into the template.
- Example fields shown in the transcript include:
- Site name
- Site ID
- Address
- City, state, and zip
- Site contact name
- Site contact phone number
- Make sure each row represents one site/location.
5. Make sure each site has the required fields
- Each location must include at least:
- A name
- A phone number
- If those required fields are missing, the upload will not work properly.
6. Upload the completed CSV file
- Return to the Bulk Upload screen.
- Select the type of sites you are uploading.
- Drag and drop the completed CSV file into the upload box, or click Upload File.
- The system will create all of the sites in the platform.
7. Use the uploaded sites for future work orders
- After upload, the sites will be available in Cloudwork|PRO.
- You can now create work orders without re-entering site details each time.
- This is the main benefit of bulk uploading: faster setup and easier work order creation.
