Bulk Importing Locations

Derek Torres
Derek Torres
  • Updated

This is a reference for bulk importing Locations into ServiceTrade.

Before you get started on completing your Location import template, you should:

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

The image below will show you how to download the Locations Import Template.

Locations_Template.gif

 

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)".
*required

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.
*required

city

The city of the Location.
*required

state

The state of the Location.
Format: Must be abbreviated to 2 characters, such as "TX".
*required

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:

  • financial
  • management
  • onsite
  • owner
  • sales
  • scheduling
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.
email 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.
Service_Line_Abbreviations.gif

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.
These comments show prominently when using our scheduling and dispatch tools and are not visible to customers.

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. Leave blank for default office.

Format: If a Location is assigned to multiple offices, list each office and separate them with commas.
Office_Names.gif

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.
*required

company_street

The bill-to address for the Company.

Format: Can be a P.O. Box or other non-mappable address.
How do I import a multi-line street address for a Company (bill-to)?

*required

company_city

The city of the Company.
*required

company_state

The state of the Company.
Format: Must be abbreviated to 2 characters, such as "TX".
*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 for the Location.
Creating and Managing Tags

taxable

Indicate whether or not you would like the Location listed as taxable.
Format:

  • Enter "1" for taxable.
  • Enter "0" for non-taxable.
  • If blank, then it will default to the tax status of your default Location taxability settings in your ServiceTrade Account Settings.
    Screen_Shot_2022-02-23_at_3.24.51_PM.png

 

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 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.
Lat_Long.gif

 

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.

  1. On the company_street column, enter your multi-line street address using line breaks.
    Example Below:
    Screen_Shot_2022-06-09_at_12.47.16_PM.png
  2. Follow the steps to import the Locations file.
  3. Your imported Company in ServiceTrade will now display with a multi-line address.
    Example below:
    Screen_Shot_2022-06-09_at_12.51.42_PM.png

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