Option 1: Import Additional Locations
  • Navigate to Settings > Customer > Import/Export
  • Choose File or Drag and Drop File to upload
  • Click Import and choose Contact - Additional Locations


Tips for Formatting Additional Locations .CSV for Import


The following guidelines should be noted when creating your Contact Location .CSV file for import:


Notes:

  • Column names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Duplicate location information is accepted and will be added to the same customer.

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.


Field

 Required?

Additional Details

Field Value Format

Max Characters/Values

IdNoGenerated by DocketManager upon export


Contact NameYesMust match existing Contact Name, if more than one exists additional location will be applied to the first.String

Customer Number

Yes

Must match an existing customer numberInteger2147483647
Customer Name

Yes

Must match an existing customerString/NVarChar

120

LocationIdNoGenerated by DocketManager upon export


Location Name

Yes


String/NVarChar255

Address

No


String/NVarChar500

City

No



String/NVarChar50

Region

No

Abbreviated Prov/State
If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
String/NVarChar255

Country

No

Country must match existing entry in Settings > Customer > Locations
String/NVarChar255

Zip/Postal

No


String/NVarChar
20
Tax RatesNoMust match an existing Tax Type NameString
Billing LocationNoIf left blank this field will default to TRUETRUE / FALSE
Shipping Location
No
If left blank this field will default to TRUE
TRUE / FALSE


Option 2: Export Additional Locations

  • Navigate to Settings > Customer > Import/Export > Export > Contact Additional Locations
  • The file will export to your computer

Option 3: Template Import File

You can also download the template file below.