Importing sites
Organizations that have a large number of sites may find it easier to create their locations in a comma separated value (CSV) file and import them into Apex.
The CSV file used to import sites is considered the master record. The master record adds any new sites, updates any existing sites, and deletes any sites that existed on the Sites map but are not in the CSV file.
After initially importing the sites with the CSV file, we recommend that all future changes be made through the user interface to reduce the risk of unintentional data loss (for instance, through site name changes). The CSV file should be considered a backup file going forward, and we suggest periodically exporting your sites from the user interface. Save the exported file with a different name. Then use a file comparison tool to compare your master record with the exported file from the user interface, keeping a keen eye towards changes in the Site name entries (Column A). By doing so you may find changes that were made in the user interface that you want to make part of your master record. Additionally, ideally, your master record site CSV file is kept under version control.
Caution: If the import either changes the name of a site or deletes a site, the historical data for that site is no longer available. Only data for the site’s new name will be available after it is collected. For instance, if your old site name was CHI and the new site name is Chicago, the CHI data is no longer available for reporting and only new Chicago data will be available.
A sample CSV file is available from the web interface. Use it as a starting point for creating your own master record. Edit the file with your favorite CSV editor, such as Microsoft Excel. Comments are included in the file providing documentation on how to create your own master record.
Figure 31: Sample CSV
1. In the web interface, click Configuration > Sites.
2. Click .
3. Select your CSV file.
Your sites are updated with the data from the CSV file.