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You can use templates to update information about Locations, Location notes, Landlord Responsibility Override, Location phone numbers, Provider assignments, and Location business hours and holidays. This is useful when you have a large number of locations and want to add or update information in batch.

Instructions

Instructions on using these templates are listed in detail in Service Automation, at the bottom of the Locations page.

Section at the bottom of the Locations page where you can upload and download templates to manage information for all locationsImage RemovedLearn more about using the provider assignment template.

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Info

For any reports and templates downloaded for viewing and/or adding information for uploading into Service Automation, items such as decimal separators, date & time formats, currency codes and address forms displays based on your computer settings if the format is Excel (.xls) and if it is a CSV file (.csv), then ServiceChannel settings takes precedence.

If the Currency Code Support feature is enabled, a currency field is added to reports and templates. If the Localization Address Format feature is enabled, headers and values are updated with the specific country’s address format for Excel (.xls) and CSV(.csv) only headers are affected while headers and values are affected for a PDF (.pdf). 


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