Core Features

How to import destinations from a spreadsheet (CSV)

Load your regular destinations (clinics, pharmacies, shopping centers) in bulk instead of adding them one at a time.

Steps

  1. Go to ๐Ÿ“ Destinations.
  2. Click ๐Ÿ“„ Template to download a blank CSV with the correct columns: Name, Category, Address, Distance (miles), Drive Time (min), Notes, Status.
  3. Fill in your spreadsheet (Name and Address are required; the rest are optional) and save as CSV.
  4. Click ๐Ÿ“ฅ Import CSV and choose your file.
  5. Review the "๐Ÿ“ฅ Import Destinations โ€” Preview" screen โ€” it shows how many destinations were found, and marks each row New or (if it matches an existing destination) an update. Import Destinations preview table
  6. Click โœ… Import to confirm, or Cancel to back out without changing anything.

Who can do this

All roles.

Notes