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Bulk Site Import (CSV)

Bulk Site Import (CSV)

Bulk Site Import (CSV) lets management upload multiple sites into the IMS in one step. Export your sites from your CRM as a CSV, upload it here, and the system will add each row into the Sites Register. What to include in your CSV (recommended columns): site_name (required) client site_type (Office / Pub / HMO / Domestic) location site_id (optional – leave blank to auto-generate) status (optional – Active / Archived) Important notes: If site_id is blank, the system will assign one automatically. If a row is missing a required field, it may be skipped. This tool is for internal use only and does not email clients.

BULK IMPORT
Import Sites from CSV
Upload multiple sites into the Sites Register in one step
Internal Use Only
How to use:
• Export a CSV from your CRM and upload it below
• Recommended columns: site_name (required), client, site_type, location, site_id (optional), status (optional)
• If site_id is blank, the system will auto-assign one for tracking
• After import, review the Sites Register to adjust IDs, types, or archive sites if required
Tip: Use consistent site types (Office / Pub / HMO / Domestic) to keep dashboard reporting accurate.
Download CSV Template Includes required column headers (ready for CRM export).
Site Type*(Required)
For best results, leave the Site ID* column blank and allow the system to assign tracking IDs automatically.
Status (Optional)*
Accepted file types: csv, Max. file size: 256 MB.