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:
|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.
|If you plan on importing Contacts or Equipment and linking by Site Description be sure to have a unique description for each site.
|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.
|Enter the 2 digit ISO 3166 Country code.
|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.