PeopleMatter: Administrators: How do I Download the Location PeopleMatter CSV Template for Locations?

The Location PeopleMatter CSV Template can be used to bulk upload locations into PeopleMatter. This is typically done if you are new to PeopleMatter and need to get your locations added quickly. 

(Please note that there are other ways to accomplish this task, so if you are not sure of the best strategy for your organization, please reach out to Fourth Support for assistance.)

To download the CSV Template for Locations:

• Go to Settings > select your organization > Company Settings > Units

Fig.1 - Company Settings > Units

•  Select Download PeopleMatter CSV Template. 

Fig.2 - Downloading the template

The file will download to your computer. 

• Complete the required information and then save the file on your computer

Related Articles:

• PeopleMatter: Administrators: How do I use the Bulk Upload Feature to Add Locations?