Import Sites

To import sites, follow the steps below:

1. Click on the Import button from the top menu bar on the Sites screen.

   

2. On the Import Sites modal window, click on the Download Template button.

   

3. Within the downloaded template fill in the necessary information in the Sites tab.

   

   Figure: Site Import Template – Sites tab
4. For detailed instructions on the import process, click on the Import Guidance tab.

   

5. Upload the template file in XLSX file format by using the Drag & Drop or manual upload functionality and click on the Next button.

   

6. On the Data Mapping screen, specify the unique identifiers for the Organization, the default value for the Organization Type and Status columns and click on the Import button.

   

Important: To import activities, users must have the Create and Update permissions enabled for Sites from Settings > Access Permissions.