Adding multiple single-location client profiles at once is easy. Just follow the instructions below.
1) First, ensure that your account’s profile limit can accommodate the number of locations that you are trying to upload. Failure to do so will result in a failed upload.
2) Next, create a CSV or XLSX by following the instructions here.
Make sure that you will be able to attend to the upload process uninterrupted. When uploading several hundred locations, this can take 20 minutes or more as you must confirm listings for each location in succession.
3) After completing step 2, go to Manage > Profiles and click the Upload CSV/XLSX (beta) button in the top left corner of the window.
The following pop-up will appear:
From here, you’ll have a couple of options.
Auto-find location listings (optional)
Check Auto-find location listings from business name, postal code, and phone? to auto-run the the Connect a Location process for each business location. You must include columns for this information in your file, as explained here.
Upload specific links for profiles (optional)
Check the Upload specific links for profiles from CSV? box if you have specific review site listing URLs you’d like to include. This function works for any supported review site.You must include columns for each review site in your uploaded file, as explained here.
After checking the box, a links menu will appear, separated by category.
Locate and click the appropriate categor(ies) for your chosen review site(s). From the list that appears, check the box for any review site you’d like to include:
Uploading your file
Locate your CSV or XLSX file on your computer using the Browse button. If you have not used our default headers, you’ll be prompted to match your headers to the information they represent:
Drag and drop the blue headers on the left to the matching green information on the right. When all headers have been matched, you’ll be able to click Continue to Upload.
You’ll be given a final chance to correct your data before proceeding. Once you’re satisfied, click Upload.
If you’ve checked Auto-find location listings from business name, postal code, and phone?, the Connect a Location listings search and confirmation will run at this point.
When you’re done, you’ll have separate landing pages with your chosen review site links (if any) for each uploaded business.