If you need to add many new locations at once, instead of creating a location individually, you can create new locations in bulk by uploading a spreadsheet containing their definitions.
For the bulk import, you can upload all columns that you see in the Locations Index except for the Administrative Division lineage column. This column title varies based on the administrative divisions in your site, but it shows a comma-separated list of the administrative divisions the location falls within. Here's what a sample looks like:
Using the import, I can upload to all the columns here except the Commune, Canton, District, Bosnia and Herzegovina column (my Administrative Division Lineage column). DevResults calculates the appropriate administrative divisions for each location using its GPS coordinates, so this will get populated automatically within the next 15 minutes from your upload.
You can use this functionality to:
- Create new locations in bulk (enter new rows in the spreadsheet; anything without a locationID gets added)
- Edit existing locations in bulk (edit the spreadsheet as-is; anything with a locationID gets updated)
To create new locations in bulk, first go to Administration->Locations to open the Locations Index page.
On this page, use the gear button in the upper right corner to select the columns you want to use:
Once you have the columns you'd like, click the gear button and select "Export" to get an Excel template of all your existing locations:
You can delete all the rows from the export, but it's not necessary. Add the rows for your new locations at the bottom with a blank locationID:
(The three rows highlighted with no locationID are the new locations this import will create.)
For new rows in the spreadsheet:
- You can enter multiple Tags separated by commas, for example: "Training, Engagement". These need to already exist in your site.
- Locations must have Latitude and Longitude to be properly displayed on a map and added to administrative divisions.
Once you have your spreadsheet updated and saved with the new locations you want to add, click the gear icon again and select Import:
This will open a pop-up window to walk you through the upload process:
You can click the Choose file button to browse to the file or drag the file from your computer directly into this box and drop it here. The system will evaluate the spreadsheet for any invalid fields; it will warn you if it finds any problems with the sheet. If everything looks fine, you'll get a confirmation showing how many locations it found and will import:
(In this case, I'm seeing 7 locations because I left all of my existing locations in my sheet. Since I didn't make any changes to them, this is fine.) If the number for import looks wrong to you or you get errors that you need to fix, click the Clear upload button to remove the file, go edit and save it again, and then restart the process.
Once everything looks good, click the Continue button to complete the import:
You'll get a confirmation message once the import is complete; click the Done button to close it.
Once you click Done, your Locations Index page will refresh and you'll see your new locations there!
You can also use this tool to complete bulk updates to existing locations. To do so, follow the first few steps to download your Locations Index into Excel. Then edit the spreadsheet that you downloaded--for example, to add a new Tag to Locations, or update GPS coordinates in bulk.
When you import the spreadsheet, it will update the locations in place.