> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/locations/import-locations.md).

# Import Locations

**Audience:** Super Admin, Admin, Supervisor\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use this guide to add locations in bulk with the Compassly import template.

## Before you start

* You must be on the **Locations** page.
* You need the official import template downloaded from Compassly.
* Your upload file must be an Excel file.

## How to get there

1. Sign in to Compassly.
2. Select **System settings**.
3. Select **Locations**.

## Steps

1. On the **Locations** page, select **Import locations**.
2. If needed, first download the template from the **Download** menu.
3. Fill out the template with the location information you want to import.
4. Upload the completed Excel file.
5. Review any validation messages.
6. If all rows are valid, confirm the import.

## Required import fields

Each imported location must include:

* Title
* Time zone
* Street address
* City
* State
* Zip code

## Important notes

* Titles must be unique and are case-insensitive.
* Imported locations are created without assigned team members or clients.
* If the file contains formatting or validation issues, correct them and upload the file again.
* If duplicate titles are found, Compassly reports which rows were not imported.

## What happens next

After a successful import, Compassly returns you to the Locations page and shows a success message.

## Related guides

* [Download Locations](/compassly-docs/administration/system-settings/locations/download-locations.md)
* [Add New Location](/compassly-docs/administration/system-settings/locations/add-new-location.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://compassly.gitbook.io/compassly-docs/administration/system-settings/locations/import-locations.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.