This is a reference to bulk importing locations into ServiceTrade.
Before you get started on completing our location import template, you may wish to:
- Familiarize yourself with the concept of locations in ServiceTrade.
- Review the general information on bulk importing.
Location Import Template Field Definitions
The following fields are used by the location import template. We present them here with definitions and whether or not they are required.
|
Field Name |
Field Definition |
|
location_name |
The name of the job site, such as "Harris Teeter #2389". *required |
| street |
The physical address of the location. This address should be searchable using Google Maps for best results. Note: If you have multiple address lines, merge them all into one cell before pasting here. Multiple address lines are neither necessary in ServiceTrade nor supported. *required |
| city |
The city of the location. *required |
| state |
The state of the location. (Must be abbreviated to 2 characters, such as NY). *required |
| postalcode | The zip or postal code of the location. |
| latitude | The number of degrees north (+) or south (-) of the equator for this location. |
| longitude | The number of degrees east (-) or west (+) of the Prime Meridian for this 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. Below is a list of designated contact types, but you may also enter a custom type:
|
| primary_contact_phone | The main or best phone number for the person that is the primary contact. |
| primary_contact_mobile | The mobile phone contact for the person that is the primary contact. |
| primary_contact_alternate_phone | The backup or alternate contact number for the person that is the primary contact. |
| primary_contact_email | The email address for the person that is the primary contact. |
| A generic email for the location that does not correspond to any individual. | |
| service_lines |
A comma-separated list of abbreviations for service lines that you wish to have enabled at this location. The concept of service lines is explained in this article. |
| comments |
General, not-specific-to-a-single-job comments for this location. Example: "COD Customer" |
|
tech_comments |
General, not-specific-to-a-single-job comments for this location that you wish for techs to see on their mobile devices. Example: "Gate Code 4598" |
| scheduling_comments |
Comments of particular interest to a scheduler. These comments show prominently when using our scheduling tools. Example: "They prefer that we do Wednesdays before 10 am" |
| billing_comments |
Comments of particular interest to users managing invoices. Comments will display prominently when creating invoices or on Invoice Links if made as a "Public" comment. |
| office |
Defines which offices a location belongs to. Leave blank for default office. If a location is assigned to multiple offices, list each office and separate them with commas. Offices are covered in this article. |
| company |
The bill-to entity name for this location. Can be new or existing. If existing, there must be an exact name match. *required |
| company_street |
The bill-to address for the company. Can be a P.O. Box or other non-mappable address. *required |
| company_city |
The city of the company. *required |
| company_state |
The state of the company. (Must be abbreviated to 2 characters, such as NY). *required |
| 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. |
| taxable |
|
FAQs
How do I import addresses outside of the U.S. or Canada?
- You must include latitude and longitude for us to properly map the location.
- You must include a two-character state/province/region abbreviation.
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 technically required for the import to work. They may be very important, however, particularly to accounting 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.
- 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 while now display with a multi-line address.
Example below: