This is a reference for bulk importing Locations into ServiceTrade.
Before you get started on completing your Location import template, you should:
- Familiarize yourself with the concept of Locations in ServiceTrade.
- Review the general information on bulk importing.
Note: It is important to test your bulk Imports. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the import first, to avoid duplication or creating errors in your Production Account. It is not possible to delete in bulk in ServiceTrade.
If you do not know what your Demo Account credentials are, please reach out to Customer Support.
How to Download the Locations Import Template
- On the Nav Bar, click Customers.
- Then click Bulk Import.
- Then click the Location tab.
- Click the location import template link. This will download a csv. file to your computer.
Location Import Template Field Definitions
Below is a list of the Field Names and Definitions used in the Location Import Template.
|
Field Name |
Field Definitions |
|
location_name |
The name of the Job site, such as "Buc-ee's (Florence)". |
| street |
The physical address of the Location. For best results, this address should be searchable using Google Maps. Note: If you have multiple address lines, merge them all into one cell before pasting them here. Multiple address lines for Locations are not supported. |
| city |
The city of the Location. |
| state |
The state of the Location. |
| postalcode | The zip or postal code of the Location. |
| latitude | The number of degrees north (+) or south (-) of the equator for this Location. You would use this if the Location does not have an address. How do I find the latitude and longitude of a Location? |
| longitude | The number of degrees east (-) or west (+) of the Prime Meridian for this Location. You would use this if the Location does not have an address. How do I find the latitude and longitude of a Location? |
| phone | The Location's main phone number. |
| primary_contact | The name of the person who is the primary contact for this Location. |
| primary_contact_type |
The general kind of contact that this person is. Format: Below is a list of ServiceTrade designated contact types. You may also enter a custom type, but these designated contact types can be utilized when messaging your customers in bulk. We recommend using the list below:
|
| primary_contact_phone | The best phone number for the primary contact. |
| primary_contact_mobile | The mobile phone number for the primary contact. |
| primary_contact_alternate _phone |
The backup or alternate phone number of the primary contact. |
| primary_contact_email | The email address for the primary contact. |
| A generic email for the Location. This does not have to correspond to any individual contact. | |
| service_lines |
A comma-separated list of abbreviations for service lines that you wish to have enabled at this Location. A good place to see all of the available Service Line abbreviations is on the bottom right of the My Account page in ServiceTrade. Format Example: Entering the abbreviations EQMAINT, PLAN, PGR, SHOP would enable the Equipment Maintenance, Planning, Programming, and Shop Service Lines for this Location |
| comments |
General comments for the Location that are not specific to a Job. Example: "COD Customer" |
|
tech_comments |
General comments for the Location that are not specific to a Job, and that you want to be visible to your Techs on the ServiceTrade Mobile App. The comments are not visible to customers. Example: "Gate Code 4598" |
| scheduling_comments |
General comments for the Location that are not specific to a Job, and that you want to be visible to your Schedulers and Dispatchers. Example: "They prefer that we schedule on Wednesdays before 10 am" |
| billing_comments |
General comments for the Location that are not specific to a Job, and that are of particular interest to Users managing Invoices. These comments will be visible to customers when creating Invoices or on Invoice Links if marked as a "Public" comment. |
| office |
Defines which offices a Location belongs to. If left blank, the first office created in your account will be used by default. Format: If a Location is assigned to multiple offices, list each office and separate them with commas. |
| company |
The bill-to company name for this Location. Can be new or existing. Format: If the Company already exists, then all company-specific fields must match the existing company. If not, you will get duplication. |
| company_street |
The bill-to address for the Company. Format: Can be a P.O. Box or other non-mappable address. *required |
| company_city |
The city of the Company. |
| company_state |
The state of the Company. |
| company_postalcode | The zip or postal code of the Company. |
| company_phone | The main phone number for the Company. |
|
tags |
Comma-separated list of tag names for the Location. |
|
status |
Designate whether the Location is active, pending, or inactive. Note: If the status column is empty (or if the column is not included), then the imported Location's status will be active by default. |
| taxable |
Indicate whether or not you would like the Location listed as taxable.
|
| tax_group_code |
The tax group's code (maximum of 40 characters). See Sales Tax Groups for more details.
|
| company_*_id |
You can use this field to add an external id to this company. This allows you to distinguish between seemingly identical companies by their external IDs during the bulk importing process. The "*" should be the system_name of the external system you created for your account that you want applied. |
FAQs
How do I import (International) addresses outside of the U.S. or Canada?
You must include latitude and longitude for us to properly map the Location and you must include a two-character abbreviation for the state, province, or region.
How do I find the latitude and longitude of a Location?
You may want to import a Location that doesn't have a mappable address. This is common when your service Location is in a rural area (campsites, wind turbines, electric lines, etc.)
The below image shows you how to use Google Maps to find the latitude and longitude of a Location.
I have additional columns in my import template, that are not defined above. What do I put there?
Any additional column not explicitly mentioned above is almost certainly an External ID. These extra fields are not required for the import to work.
However, they may be very important to your accounting systems or other integrations.
You can learn more about External IDs in this article.
Ask your manager or ServiceTrade admin for more information, and for guidance on what to put in this field.
How do I import a multi-line street address for a company (bill-to)?
ServiceTrade allows you to bulk import multi-line street addresses using the Locations Import Template. Follow these steps to import multi-line Company addresses.
- On the company_street column, enter your multi-line street address using line breaks.
Example Below: - Follow the steps to import the Locations file.
- Your imported Company in ServiceTrade will now display with a multi-line address.
Example below:
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