Using the AI Growth Advisor's Bulk Setup feature helps you quickly add multiple locations to your organization. Imagine needing to add several locations simultaneously; instead of manually entering each one, AI Growth Advisor lets you import them all at once using a simple CSV file. This feature saves valuable time, making it easy and efficient to manage your locations.

How to Bulk Import Locations in AI Growth Advisor 

Step 1: Navigate to Location Management

• Log in to your AI Growth Advisor account.
• From the main logo, select Organization.
• Within the Organization settings, navigate to the Location Management tab.

Step 2: Initiate Bulk Setup

• Click the "Bulk Setup" button located in the top-right corner.
• A new "Bulk Setup Locations" window will appear.

Step 3: Download the CSV Template

• In the pop-up, click the "Here" link next to Download the CSV template to download the template file.
• Open the downloaded CSV template file.

Step 4: Populate the CSV Template

• Fill out the CSV template with the required information for each location.
• Ensure all details are accurate and formatted according to the provided template.

Step 5: Upload Your CSV File

• Once your CSV file is ready, return to AI Growth Advisor's bulk setup window.
• Click on Select files... to browse and upload your file, or drag and drop the CSV file into the indicated area.

Step 6: Complete the Import

• After uploading, click Next to proceed.
• AI Growth Advisor will process your file and automatically add your locations.

Done!

You have successfully imported multiple locations using the Bulk Setup tool.

Tips for a Successful Bulk Upload

• Verify Your Data: Check your CSV carefully before uploading to avoid any import errors.
• Get Support: If you encounter any issues or have questions during the import process, please contact the AI Growth Advisor support team for assistance.

By following these simple steps, you can effortlessly manage location data, keeping your business organized and efficient.