• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Importing Sites Via CSV

This article will show you how to import sites into specific companies in Clik Service.

 

Creating Site CSV Templates

First, create a site CSV template by going to Tools > CSV Import > Sites.

Select ‘Create CSV Template‘ and save the CSV file to your PC.

Open your sites CSV and fill in the data. It’s important that you spell the company names correctly and make sure the customer/supplier account code is correct. This will make sure the site will be added to the correct customer/supplier when imported.

Once the CSV has been completed, save and exit.

 

Importing Sites Into Clik Service

To get all these sites into Clik Service, go to Tools > CSV > Sites.

Select ‘Step 1: Import from the CSV File‘, then select your sites CSV and click ‘Open‘.

You will be presented with the below screen. Click ‘Step 2: Save to Clik‘ and the sites will go into the company’s sites list.

Go to the ‘Sites’ tab in your CRM and click ‘Refresh‘ to view your imported sites.

 

See the below table to see the details on what type of information and format is expected when importing sites:

Field

Expected Input

Notes

Customer Text This field can be either the Company Name or the customer Account code, depending on which you select when importing. You cannot mix Company names and Account codes in the same CSV.
Description Text If you plan on importing Contacts or Equipment and linking by Site Description be sure to have a unique description for each site.
Reference Text This corresponds with ‘Site Reference’ in Clik Service. Again you can use Site Reference when importing Contacts or Equipment so Reference needs to be unique to each site.
Line1 Text
Line2 Text
Line3 Text
Town Text
Country Text Enter the 2 digit ISO 3166 Country code.
Postcode Text
Tel Text
Fax Text
Email Text
Website Text
Notes Text
user1 Replace user1, user2 etc with the name of your User Defined Field. You do not need ‘(User Field)’ text as you do in the Company import.
user2
user3
user4
user5
user6
user7
user8
user9
user10
Clik Service

Clik Service

Sites & Equipment

Importing Equipment Via CSV
Clik Service

Clik Service

CRM

Importing Companies Via CSV

Sites & Equipment

  • Sites and Equipment Overview [Video]
  • Sites Module Overview
  • Adding Equipment to Sites
  • Moving Equipment Between Sites
  • Moving Company Sites
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved