Exporting Location Note Headers

Owned by Jing Tong (Unlicensed)
Last updated: Jul 31, 2020 by Anastasiya Dashuk (Unlicensed)

You can export each Location Note Header and their field values using the Export option available in Admin. When exporting location notes from this page, information for both open and closed locations will be included.

Exporting location notes is useful to help you find any information that might be missing from related locations. For example, you can review the exported data to identify any missing names and contact information. In the screenshot below, missing names and email addresses are easily identified after exporting the location notes. 


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.


 Windows Specific

Windows Specific

Open file in Notepad

Choose Save As

There are three items to update in the Save dialog that comes up.

Save as type: change this to All FilesFile

Name: name your file and add the .csv extension to it - e.g.: myupdates.csv

Encoding: click on the dropdown and choose UTF-8

Save!

 MAC Specific


Mac Specific

  1. Open file in Number
  2. Hover over Export

  3. In the submenu that appears, choose CSV
  4. Click on Advanced Options to show the Text Encoding dropdown
  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next Export!




 Google Sheets Specific

Google Sheets

  1. Click File
  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer


LNH Excel File

You can then update the exported Microsoft Excel spreadsheet with any missing information, then reimport it from within Locations.   

The Microsoft Excel spreadsheet downloaded using the Export button in Location Note Header Admin is the same spreadsheet downloaded by using the Download button found in more > Locations > Location Notes.

Delete location note headers from the template

You can also delete the data in the Location Note Header template and upload it to the system to keep the information up to date.

⦿ How to delete Location Note Headers
  1. In the exported Microsoft Excel spreadsheet, find the column you need to delete
  2. Replace the column value with word “Delete” 

3. Save the file as .txt file

4. In Service Automation, from the top left hamburger menu, click “Locations & Provider Assignments.” The Locations page displays.

5. Scroll down to the “Upload & Download” section, and then click the “Location Notes” tab. 

6. Click “Upload Template” and reimport the newly updated Location Note Header template, the deleted Location Note Headers will disappear in the Location module under corresponding locations.


The word “Delete” has to be placed in the column that you desire to delete in order for it to be reflected in Service Automation instead of merely delete the information and leave it as blank.

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