Bulk import locations with descriptions, installation types, instructions, and other information from other systems into Onetrace using our enhanced CSV-based importer. Upload multiple locations in one go - saving time and reducing manual entry.
Bulk upload: Add hundreds or thousands of locations at once.
Streamlined migration: Effortlessly import data from client schedules.
Time-saving: Skip repetitive data entry and start scheduling jobs faster.
💡 This feature is only available for projects created without drawings.
Add locations via a CSV
The Locations CSV template includes two default columns: Variation and Status. You can customise the template by adding Location Reference and Location Attributes to match the format of your original spreadsheet or schedule.
Step 1: Set up your project
Open the project you want to import locations into.
Click Project Setup (top right of the screen).
From the dropdown, select Locations.
We recommend using location reference and attributes to customise the CSV template to your asset database. :
Location Reference – The main identifier for each location (e.g. door number or room code).
Location Attributes – Extra fields to capture details needed for operatives to find the location on site. These Attributes will become the headers of your templates. The order of the attributes within the Project Setup will determine the order they appear on the template.
Attribute | Description | Filterable |
Text (small or large) | Free text field, could be used to describe the block, level or zone the work is taking place in. |
|
Number | Numeric values only, such as ratings or ID numbers |
|
Yes/No | A toggle useful for confirmations or closed questions | ✅ |
Select | Single-choice dropdown (enforces one option) | ✅ |
Multi-select | Allows you to select multiple options; separate each option with a comma in the CSV. |
|
💡 Top tip: We recommend reviewing the project Custom Statuses to ensure that the location statuses match your workflow. (Need help? See the guide on setting up Custom Statuses.)
Step 2: Prepare your CSV file
Go to the Locations tab in your project.
If there are no locations yet, click Import from CSV in the centre of the screen.
If locations already exist, click the Add Location button and select Import from CSV from the dropdown.
A modal will appear with setup instructions.
Click Download Locations CSV Template, then Next.
Open the template in Excel or another spreadsheet tool.
Enter information in the correct columns, using the same attribute names and values from your Project Setup.
The importer is not case-sensitive, but will detect spelling errors.
When finished, save the file as CSV.
Upload the CSV into the importer.
After upload, a summary page will show how many locations are ready to import.
If there are errors, the importer will highlight the specific cells and explain the issue. Correct the original CSV and re-upload.
Common issues include:
Spelling mistakes.
Status not in your custom statuses.
Select/multi-select values not matching pre-set options.
After the summary, click Continue to add the locations.
⚠️ Important Notes
Duplicates: Uploading the same CSV again does not update existing locations; it will add them as new locations.
Editing later: Once imported, locations can be edited individually or in bulk within Onetrace.