Bulk Upload Officers and Sites

OfficerApps allows you to bulk upload both officers and sites, helping you save time when managing large amounts of data.

Bulk Upload Officers

Steps:

1. Go to Officers > Manage Officers
2. Click the Bulk Upload button

Template:

• Download the provided template to ensure your data is formatted correctly before uploading.
• Make sure the file is saved as a .CSV.

Optional Fields:

The following fields are not required and can be left blank if the information is unavailable:

• Address1
• Address2
• City
• State
• Country
• Postal Code
• Email

Best Practices:

• If your account uses branches, create separate CSV files for each branch.
  • During the upload process, you will be asked to select a branch.
  • Uploading multiple branches in one file may require manual reassignment afterward.

Track Upload Status:

• Click the Import Queue button to view the status of your upload.

Bulk Upload Sites

Steps:

1. Go to Clients & Sites
2. Click the Bulk Import button

Template:

• Download the template to ensure your file is properly formatted.
• Save the file as a .CSV before uploading.

Field Requirements:

• All fields are mandatory when uploading sites.