Import Sites

To import sites, follow the steps below.

1. Click on the ‘Import’ button from the top menu bar on the Sites screen.

   

2. On the ‘Import Sites’ modal window, click on the ‘Download Template’ button.

   

3. Within the downloaded template fill in the necessary information in the ‘Sites’ tab.

   

   Figure: Site Import Template – Sites tab
4. For detailed instructions on the import process, click on the ‘Import Guidance’ tab.

   

5. Upload the template file in XLSX file format by using the Drag & Drop or manual upload functionality and click on the ‘Next’ button.

   

6. On the ‘Data Mapping’ screen, specify the unique identifiers for the Organization, the default value for the Organization Type and Status columns and click on the ‘Import’ button.

   

Important: To import activities, users must have the ‘Create’ and ‘Update’ permissions enabled for Sites from Settings > Access Permissions.