Instead of adding or updating each location individually, you can import or update several locations using a CSV file after setting up nomadic emergency services.

This article covers:

• How to import locations using a CSV file
• How to update locations using a CSV file

Prerequisites for bulk importing or updating emergency locations

• License for Zoom Phone
• Ownership or admin privileges of the account
• Setting up emergency numbers and addresses and setting up emergency calls
• Set up of nomad emergency services

How to import locations using a CSV file

Uploading a CSV file allows you to add multiple locations at once.

1. Zoom’s web portal can be accessed by logging in.
2. To access the Company Info section, click Phone System Management in the navigation menu.
3. Go to Account Settings.
4. Click on Emergency Address & Location.
5. Click Manage under Locations.
6. Depending on whether you have multiple sites, choose one of the following options:
   • You can select one site in the left-side panel if you do not have multiple sites.
   • Select a site to import locations to if you have more than one site.
7. Then click Import.
8. The CSV Sample file and on-screen instructions can be downloaded by clicking CSV Sample.
9. Use spreadsheet software to fill in the fields in the CSV sample file.
   
   Note :

   • Parent Location Unique Identifier: Parent location’s unique identifier. Sub-locations should only be imported using this field. When importing a parent location, leave it blank. CSV files can be exported with current addresses in them.
   • Location Unique Identifier (Required): Give the location an identifier that is unique. Unique IDs should be used. Numbers can be specified as IDs.
   • Company Address: Enter the location’s emergency address in the fields below. Enter the address exactly or specify a new one if you have already created one. It is possible that the location import will fail if Zoom is unable to validate new addresses. 
10. You can upload your completed CSV file to Zoom through the web portal by clicking Upload CSV.

How to update locations using a CSV file

A CSV file can be uploaded to update multiple locations at the same time.

1. Log in to Zoom’s web portal.
2. You can access Company Info by clicking Phone System Management under the navigation menu.
3. Go to the Account Settings page.
4. In the section Emergency Address & Location, scroll down to the bottom.
5. Go to Locations and click Manage.
6. If you have multiple sites, you can follow one of these options:
   • If you don’t have multiple sites: From the left-side panel, select the site you want.
   • If you have multiple sites: Update locations for a site by selecting it from the left-side panel.
7. The current locations can be downloaded as a CSV file by clicking Export.
8. These fields should be filled in using spreadsheet software after opening the CSV file.
9. Import can be done by going back to the Zoom web portal and clicking Import.
10. Update Locations can be accessed by clicking the tab.
11. Select your completed CSV file and click Upload CSV.

Read it also –

Frequently Asked Questions

How do I import a CSV file into zoom?

1. To access Zoom’s web portal, you need to sign in.
2. Select User Management from the navigation menu, and then select Users from the drop-down menu.
3. You will be able to see the Users tab once you click it.
4. In the right hand corner of the page, click the Import button.
5. In the CSV file, select the type of user and the features you wish to apply across all users.
6. If you have a CSV file to upload, click the Upload CSV button.

Related Articles