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Bulk Imports: Locations, Users, Calendar events

💡 How to: Prepare Bulk Imports for Zenput

Note: Bulk imports require assistance from your Customer Success Manager (CSM) or Zenput Support team. You will prepare the CSV files following the templates below, and they will process the import for you.
The bulk importer is an internal tool that Zenput uses to help manage customer hierarchies and operational schedules. Using CSV templates with a consistent structure ensures data is not overwritten and duplicate entries are not created. This guide covers how to prepare imports for locations, users, and calendar events.

🔍 Navigate this article: 

  1. When to use bulk imports for hierarchy
  2. Location template
  3. User template
  4. Calendar Events bulk import

When to use bulk imports for hierarchy

There are several reasons why you may want to utilize the bulk importer for your location hierarchy and users:

  • Adding a list of 10+ locations
  • Changing information for existing locations in bulk (email, phone number, name of the location, or General Attributes associated with a location)
  • Adding or updating users to multiple locations at once
  • Moving locations and/or users from different teams
  • Removing a list of locations from your account at once
  • Adding Regions to existing locations to enable the use of Location Attributes

Tip: To gather information for your existing locations to provide to support, see this article: How to: Export Locations

Location and user information are separated into different templates. Below you will find the templates and information on the necessary column titles required for uploading information.

Location Template

Use this template when adding new locations or updating existing location information.

Example Template: View Location Template Example

Column Name Required? Description
Name
(Column A) 		● Required

The exact name the location will be called in Zenput.

  • If the location already exists, use the exact name of the location
Address
(Column B) 		● Required

The street address of the location in Zenput.

  • This is ONLY the street address, do not include city, state, or zip
  • Example: 123 Example St.
City
(Column C) 		● Required The city the location is in.
State
(Column D) 		● Required

The state the location is in.

  • Can also be the region if no state exists (for locations outside the U.S.)
Country
(Column E) 		● Required

2-digit ISO country code.
Zip
(Column F) 		● Required Zip or postal code of location.
Region
(Column G) 		● Recommended To allow the use of Location Attributes, this column must be included.
Email
(Column H) 		Optional

The email address of the location (can be more than one).

  • Useful if you want to send completed submissions to a location directly
Phone
(Column I) 		Optional

Phone number of location.

  • Useful if you want to receive text notifications from Zenput
  • Note: Landlines cannot receive notifications
External Key
(Column J) 		● Required
IMPORTANT

Every location must have a unique external key. This can be any combination of numbers and/or letters you prefer, but each individual location MUST have a unique key in the company.

  • This is how we overwrite existing locations with new information
  • If we upload a list of locations with the same external key as a location that already exists in your account, it will overwrite the previous location and all data from the past will be attributed to the newly uploaded location
  • To verify your external key is unique, go to Locations and click the "Export" button in the top right
  • See also: Locations: Filtering and Exporting
Active
(Column K) 		Optional

Use this column if you want to deactivate a current list of your locations.

  • Options: blank = no change, 0 = deactivate, 1 = activate
Lat
(Column L) 		Optional

Latitude coordinates for the location.

  • If not provided, Zenput will automatically geocode based on the address
Long
(Column M) 		Optional

Longitude coordinates for the location.

  • If not provided, Zenput will automatically geocode based on the address
Team0
(Column N) 		Optional

A four-digit Team ID that the system creates.

  • Used only for bulk editing locations into different teams
  • If there is no change to teams, this column is not required
Team Action
(Column O) 		Optional

Options: blank = no change, 0 = deactivate, 1 = activate

  • Recommended to only use if you want to deactivate teams
General Attributes/Tag(s)
(Columns P, Q+) 		Optional

You can have as many or as few general attributes as you want.

  • All attributes must be in separate columns with headers: tag1, tag2, tag3, etc.
Tag Action
(Column R) 		Required
(when tags present)

The action to perform on the General Attributes:

  • Update - Adds general attributes to the location's existing set; does not overwrite existing tags. Creates general attributes for NEW locations
  • Replace - Removes existing general attributes and replaces with what is being uploaded
  • Delete - Deletes the general attributes you are uploading from the existing location

User Template

Use this template when adding new users or updating existing user assignments.

Example Template: View User Template Example

Column Name Required? Description
First Name
(Column A) 		● Required

The exact first name the user should be assigned.

  • Often "Store" if location level user (submitter)
  • Actual first name for users above location level (managers)
Last Name
(Column B) 		● Required

The exact last name the user should be assigned.

  • Often the location number (e.g., "456") if location level user (submitter)
  • Actual last name for users above location level (managers)
Email
(Column C) 		● Required

Unique email for each user account is required.

  • In most cases, location level users (submitters) share login information
  • Users above location level (managers) have unique emails
Role
(Column D) 		● Required

The role the user should be assigned (must be an existing role in your company).

  • Roles are often used for assigning projects and reporting
  • Every user should have a role
Permission
(Column E) 		● Required

The permission level that should be assigned to the user.
Team Name
(Column F) 		● Required The exact name of the team, as it appears in the UI (User Interface), where the user is being added.
External Key
(Column G) 		Optional Only necessary if adding users to existing locations.

 

Next Steps

After preparing your CSV files using the templates above:

  1. Review your files to ensure all required columns are complete and accurate
  2. Verify that External Keys are unique (for location imports)
  3. Contact Zenput Support team to process the import

Calendar Events Bulk Import

Calendar Event attributes can be used to manage your locations' operational schedules using business events occurring at specific times, such as store opening/closing hours, delivery days, employee shift start/end times, and more. These attributes can also be used to have projects automatically repeat tasks based on store hours, such as performing specific actions every hour while the store is open.

Setting Up Calendar Events

For those new to Calendar Events, your CSM will need to import 7 CSV files, one for each day of the week. To prepare those files based on the schedules you want to set, copy and edit the spreadsheet below:

Copy this spreadsheet to Google Sheets: Calendar Events Import Sheet

Calendar Events spreadsheet preview

Preparing the Import

Once you have copied the sheet, follow the steps outlined in this quick guide to prepare your import:

Show me how: To Schedule Projects Using Calendar Events

Calendar Events setup guide preview

Note: You can return to the training guide at any time or share it with others on your team. Once your calendar events are configured, projects can automatically trigger based on your operational schedules.

Next Steps

After preparing your CSV files using the templates above:

  1. Review your files to ensure all required columns are complete and accurate
  2. Contact your Customer Success Manager to process the import
  3. Your CSM will validate the data and complete the import for you

Need Help? If you have questions about preparing your bulk import files, reach out to your Customer Success Manager.

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