Download Template: Customer Service Locations Template.xlsx
This information can be imported by uploading under "My Office -> Data Imports -> Customer Service Locations".
|
Column Header |
Description |
Required? |
|
Customer Name |
Name of customer this location will be attached to. Customer must exist in Service Fusion prior to import. |
Yes |
|
Location Name |
Location nickname or short description. |
No |
|
Is Active |
Yes (default) / no |
No |
|
Is Primary Location |
Yes / No |
No |
|
Is Billing Location |
Yes / No |
No |
|
Contact Full Name |
Location-specific contact name. |
No |
|
Address 1 |
Service location information. |
Yes |
|
Address 2 |
No |
|
|
City |
No |
|
|
State/Province |
No |
|
|
Zip/Postal Code |
No |
|
|
Is Gated Property |
Enable or disable gate access instructions field. |
No |
|
Gate Access Instructions |
Gate access instructions / other instructions for this location. |
No |