How do I upload locations?

Client locations upload is a scope feature that allows users to upload client's locations from an Excel file. In order to use this feature user needs to open Manage -> Clients page and

Click (...) button

Click Upload Locations

After 'Upload Locations' popup was open user has few options:

( 1 ) 'Generate Template' link allows the user to download an empty client's locations import file. This file may be filled with valid client's locations data and used for the upload. (Note: not all fields are required. You can skip only  Address 2)

( 2 ) 'Instruction Manual' link will redirect the user to page with upload instructions

( 3 ) Upload the completed file using the 'Browse' button

( 4 ) Before the user uploads client's locations, the completed file should be validated by the scope system

In case there is invalid or missing data in the upload file, the system will suggest that the user should download the generated excel file. That file will highlight all missing or invalid data marked with colours. The user may fix all marked data and upload this file back to the scope system.

After the file was successfully validated, the user will see a success message and will be able to upload the client's locations. Uploaded client's locations will be displayed on the clients details page after a short delay.