How to upload a new site from a spreadsheet

Administration › Upload Previous opens Upload New Site. It builds sites from Excel workbooks laid out like the BRS template — useful when moving a client’s records into BRS. Every file is checked before anything is saved.

1. Choose the mode and get the template

1. Single Site — one workbook per site; you can add up to 50 files at once. Site List — one workbook listing many sites.

2. Under Template Data, download the template for that mode and fill it in. Keep the sheet names and column order.

2. Set the configuration

• Company and Profile — the import profile that gives each asset its tasks and tests.
• Additional Users Role — the site level given to people listed in the workbook.
• Folder Profile — the document folders to create.
• Start Date and Finish Date — the period the tasks run for.

3. Upload and check

1. Click Click to browse and choose the file(s). Each file gets a card and is checked straight away.

   

2. Problems are listed by sheet, row and column. Errors must be fixed in the file and uploaded again; warnings (for example an asset with no system number, which is skipped) can be accepted. No problems found means the file is good.

   

4. Import

Import appears once there are files without errors. Good files are imported one after another; a file that fails does not stop the rest.

Then open each site, check it and run the site planner.