Upload sites
Upload sites from an XLSX spreadsheet or CSV file. The upload lets you map columns, check rows, and choose whether to create or update sites.
Each site requires a Name. Add an address, description, contacts, territory, and other details as needed.
Preparing the spreadsheet
Use a permanent external site ID if you plan to update sites through uploads. Uploading again with the same ID updates the existing record when an update action is selected. Without an ID, new sites are created.
To link a site to an existing organization, provide the external client ID in the spreadsheet. This is a separate field from the site’s own ID.
CSV files should use UTF-8 encoding. You can download an example directly from the upload dialog.
1. Upload the file
Open Addresses, click Upload at the top of the page, and select Sites.
Download the CSV file example if needed. Click Upload or drag your XLSX/CSV file into the dialog.
2. Map the fields
In Fields mapping, check that every column you need matches the correct site field. Columns may be mapped automatically; adjust the mapping if needed. Columns without a selected field are not uploaded.
Check the name, site ID, and client ID if you need to link the site. Select a column to preview its values. Click Continue.
3. Preview
In Preview, check the Successful and Unsuccessful tabs. Fix file errors or return to the mapping step with change mapping.
The default action is Create and update. Use the arrow next to it to select Create or Update separately. Check the action before submitting.
4. Result
Wait for the upload to finish. The result dialog shows counts for all, created, updated, and unsuccessful records. Click a site in the table to open it.
If there are errors, check the required name, CSV encoding, field mapping, and ID values. Fix the file and upload it again with the same external IDs to avoid duplicates.
Uploaded records appear in Addresses → Sites. Working with clients is described separately.
If you have questions about uploading sites or other Planado features, contact us through the support portal or email support@planado.app.