Bulk Uploads

Adding Objects to the portal is an incredibly easy and streamlined process that leverages a standard and consistent user experience involving the Add Item Module. Creating an ecosystem or transitioning to the portal from another service should be just as seamless as building from the first Object, and the Import tool allows users to bulk upload Places, Geofences, and Contacts from other services using a single file.

Importing Places

Users often import Places from services like Google Maps, where they’ve stored a list of “want to go” locations, “been here” locations, or customer locations. These Places can be exported from the Google Maps product as a single KML (Keyhole Markup Language) file and saved to the user’s local machine. The user can then upload the KML file to the portal from the Places Module.

How to import multiple places

  1. Open the Places Module
  2. Click the Quick Actions Menu (Dot Menu) at the top of the List Panel
  3. Select Import Places
  4. Browse and select the KML file from the local machine
  5. Click Upload
  6. Select all Places you wish to import (anything with a Green check mark next to its name will be imported)
  7. Click Import Places/Geofences

Importing Geofences

Users often import Geofences from services like Google Earth or other tracking platforms, where they’ve defined and stored a number of Geofences. These Geofences can be exported from the third party product as a single KML (Keyhole Markup Language) file and saved to the user’s local machine. The user can then upload the KML file to the portal from the Geofences Module.

How to import multiple geofences

  1. Open the Geofences Module
  2. Click the Quick Actions Menu (Dot Menu) at the top of the List Panel
  3. Select Import Geofences
  4. Browse and select the KML file from the local machine
  5. Click Upload
  6. Select all Geofences you wish to import (anything with a Green check mark next to its name will be imported)
  7. Click Import Places/Geofences

Import Contacts

Much like the way in which users can import Places and Geofences, users have the ability to bulk upload Contacts via CSV or vCard files. These file types can be generated by any contact or address book management software, spreadsheet software, or communications service product. Be aware that Contacts in the portal are simply email addresses or phone numbers saved and stored as the anchor element, and that Contacts are not similar to Contacts in other software, which puts the Contact’s Name as the anchor element. This is because of the way the portal interacts with contacts, which is to see them as stored phone numbers and email addresses that are endpoints for alerts and messages sent from the portal.

Required file types for contacts

  • CSV
  • vCard

Required formats for contacts

Custom CSV

Name,Email 1 - Value,Phone 1 - Value

Google CSV

Default downloaded format

iOS vCard

Default downloaded format

Outlook CSV

Default downloaded format

How to import multiple contacts

  1. Open the Manage Module
  2. Select the Contacts option from the List Panel
  3. Click the Import Contacts button in the upper right corner of the Contacts interface
  4. Browse and select the CSV or vCard file from the local machine
  5. If importing SMS Contacts, users must agree to pay any fees associated with sending SMS to those numbers
  6. Click Import