How to upload a site from a spreadsheet

Administration › Upload Previous (“Upload New Site”) imports site data from an Excel spreadsheet using a transfer profile. Use it to bring across sites from a previous system or another record.

Steps

1. Choose the Upload Mode: Single Site (full detail for one site) or Site List (many sites, basic detail).

2. Click Download to get the blank template for that mode. Fill it in — keep the column headings and sheet layout exactly as they are.

   

3. Set the Company, Site Group, Folder Structure, transfer Profile and the schedule date range.

4. Drag the completed .xlsx onto the drop zone (or click to browse) and click Upload. The progress panel shows each step and flags any errors.