Importing is without a doubt the fastest way to get your locations into Outfield, however getting your CSV to import properly can be frustrating, especially if you don't know how to format the file for an Outfield import.
Not to worry, we're here to help! Use the following videos as a guide to easy importing:
For starters, watch this video. It explains how a CSV file should be built and shows what a perfect import file looks like:
Put some custom fields in there! Custom fields are a great way to add your own indicators to your locations. Common custom fields to use are Rep Name, Territory Name, or Customer Type. Here is a video explaining how to include custom fields and the advantages of using them:
Once your spreadsheet is good to go, it's time to import. Check this video out and complete the final step to import your locations into Outfield!