How to create Locations in Preciate?

Premium members can create Locations from the Members and Admin page in the Admin Portal.

Creating Locations for your organization is a great way to gain better insights from Preciate's reporting. Follow the steps below to create your Locations.

For more information about how you should set up your Locations, Departments, and Teams check out this article

 

On the Members and Admin page, click Locations.

 

LDT Overview

 

On the Locations page, you have the ability to add Locations via CSV file upload as well as remove Locations. 

The ability to add individual Locations without CSV will be available Summer 2020.

 

In order to upload a CSV it's important to provide the correct format. Clicking here in the image below will download a CSV file with the correct format as well as example entry.

 

LocationHere

LocationDownload

LocationExample

 

Use this template to create your Locations by filling in the relevant fields.

Only the Name field is required. The Address, City, State, and Zip can all be left blank.

 

After you've added your Locations and saved the file as a CSV, drag and drop or click Browse to upload your file. If successful, you'll be presented with a pop up of your Locations with a check mark or X indicating if the Location was uploaded correctly. Clicking Ok or dismissing the pop up will refresh the table displaying your Locations.

 

Locations2

You must upload a file that has a CSV file format and includes all of the column names as indicated on the template. Failure to adhere to the template will result in your Locations not being uploaded and you will receive an error message.

 

Once created, Locations will appear in the table at the bottom. You can remove any Location that you've created by clicking the Trash icon. 

 

LocationTable

You can upload a file as many times as you'd like. Locations will only be removed if you click the Trash icon. Uploading files with the same Location names will update the existing Locations properties - Address, City, etc.