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How do I add or modify location data in bulk?
Updated on February 1, 2022
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Navigate to the locations tab and click on “Export”.
An excel will be generated containing your location data.
IMPORTANT
If the existing locations do not have an identifier, you will not be able to use the import function. Otherwise you will end up creating duplicates.
When you want to add a new location, make sure that you know the right Account Identifier and Location Identifier.
In Column A, add the account identifier. In Column B, add a location identifier for each location.
Ensure the following field are filled out:
Pro Tip: if you are doing location updates, you are able to import only the relevant columns and remove the rest, except for the businessidentifier (Column A) and identifier (Column B).
When your locations are ready navigate to the locations tab and click on ‘Import’. You will be asked to match the fields. Confirm that all data fields match and click ‘Continue.’
If you have more than one account and you did not specify it in the file, you will be prompted to choose one.
The system will then prompt you with a message to confirm the number of locations and accounts updated/created is correct before clicking on ‘Import.’
Your locations will be created/updated as soon as the file has finished importing.
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