If you’d like to add companies and/or locations to your Network, you can do so in one of two ways.
To add companies or locations one at a time: From your Network tab, go to My Network and create a new company or location.
Fill in as many fields as you can, especially the contact information.
If you have several to add, you can upload a spreadsheet of your locations and contacts by following these instructions:
1. Download the spreadsheet.
Go to the Network tab and My Organization and click the "..." underneath your company name. Click Download Network Companies CSV or Download Network Locations CSV, whichever applies.
If you have any existing Network information (companies or locations you work with), these will be listed in the spreadsheet. You can keep adding new rows below these or make changes to any of the existing data, if you wish.
If you do not have any existing Network information in the app, the spreadsheet will be blank.
2. Add your Network information to the spreadsheet.
Every row contains the data for a single location, including the following information (required fields are marked with an asterisk):
You can leave the following four fields as they are (they’ll be populated in the spreadsheet for existing locations; you can leave them blank if you’re adding additional locations):
3. Save your changes.
After completing the changes to your spreadsheet, be sure to save.
4. Upload the spreadsheet.
Click the "..." button, then choose Upload Network Companies CSV or Upload Network Locations CSV.
If any required fields are blank, you will see an error message. Otherwise, the system will begin processing the spreadsheet, and you'll see this message:
*5. Check your email or in-app notifications. *
You'll be notified when your spreadsheet has finished processing; at that point, you should see all of your new entries in your Network.
If the system encounters an error while importing your Network spreadsheet, you'll receive an email with a detailed error message. From there, you can update your spreadsheet to resolve these errors, save, and then upload the spreadsheet again.
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