Bulk Importing Client Locations

Discovery's Bulk Import option facilitates the rapid creation of multiple Client Locations, provided all necessary vendor data is organized into an Import template file*. All Import template files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields

The provided Import template file (client_locations.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Client Location record:

• client_id | Generated upon Client Contact creation**.
• location_id | Generated upon Location creation. Location must be associated with the Client Contact's Company**.

Once all Client Location records have been added, upload the Import template file using the New button on the Bulk Imports page under Settings. For more on how to do this, please visit the Bulk Imports Overview help document.

*Import file name and its column headers cannot be edited.

**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report. Please see the Export ID's with Custom Reports article covering how to generate a Custom Report to retrieve specific entity ID's.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.