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[How-to] Import Locations into EZOย 

Asset tracking software can help you quickly make sense of all the locations and sublocations associated with your business equipment. You can import all these helpful details into EZO using our handy import wizard. Read on to find out more.

Before you start, it would be helpful to go through this quick guide on importing basics.

1. Importing New Locations

To begin importing new locations into EZO, go to Locations โ†’ Import Locations โ†’ Add New Locations.

You can now choose a spreadsheet with all your location details, and click Upload. An example of a location spreadsheet is given below, with a simple header row and a list of all the locations with corresponding values:

You can now map the columns from your CSV to columns found in EZO. You can also edit a column at any time, or skip it entirely:

It is important to note that each column must either be skipped or mapped before the import can start.

You may ask the system to skip the header row โ€“ that is, titles such as โ€˜Cityโ€™ or โ€˜Country Codeโ€™ โ€“ in your CSV when importing. To do this, select the checkbox โ€˜Ignore header row in Excelโ€™.

When youโ€™re done mapping all your columns, click โ€˜Previewโ€™ to get things going:

The system shows you a preview of all the details that are going to be imported. If everything looks good, click โ€˜Importโ€™.

Your locations have been imported successfully! You can also expand the parent locations to see the nested locations under them:

2. Updating Existing Locations

You can update existing locations en-masse using a CSV import. Simply go to Locations โ†’ Import Locations โ†’ Update Existing Locations. Please note that using the โ€˜Add New Locationsโ€™ button for this will create duplicate locations!

After youโ€™ve clicked โ€˜Update Existing Locationโ€™, follow the same steps you would when adding a new location. This time, rather than creating those locations afresh, EZO will simply update the values associated with them in the system.

3. Importing Sublocations

You can import sublocations into the system right when youโ€™re adding or updating locations! As an example, say you have a Head Office with two Warehouses (1 and 2), with the first warehouse also having an aisle called Rack 1. This set of associations is shown below:

The associations under โ€˜Head Officeโ€™ can all be added through a CSV as follows:Asset tracking software sublocations

Use the โ€˜Nest Location Underโ€™ field to create a simple Parent > Child association (such as โ€˜Warehouse 1โ€™ being nested under โ€˜Head Officeโ€™). For adding further associations to sublocations, use  the / symbol. In the example above โ€˜Rack 1โ€™ is nested under โ€˜Head Office/Warehouse 1โ€™, meaning Rack 1 is present in Warehouse 1, which in turn is located in the Head Office.

Note: You cannot use the โ€˜Nested Under Locationโ€™ field to create locations. This field will only create associations. To create a location, simply add it separately into the CSV like we have done above.

And thatโ€™s it, youโ€™re on your way to adding hundreds of locations to EZO in moments!

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