Service Automation provides templates that allow you to upload and download information about Locations, Location Notes, Location telephone numbers, and Provider Assignments. This is useful for when you have a large number of Locations information to manage and need a quick way to upload or manage that information.
Instructions
Instructions on using these templates are listed in detail in Service Automation, on the bottom of the Locations page.
Formatting Alert: UTF-8 Format Required
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.
Mac Specific
- Open file in Number
- Hover over Export
- In the submenu that appears, choose CSV
- Click on Advanced Options to show the Text Encoding dropdown
- Select Unicode (UTF-8) from the dropdown menu
- Click Next Export!
Google Sheets
- Click File
- Click on or hover over Download As
- Choose the option Comma-separated values (.csv, current sheet)
- After clicking on that option, your file will be automatically downloaded to your computer
In This Article