Update contractor organizations

Update or remove the contractor organizations that are already in your account. You must have the Contractor Manager user role to edit organizations.

How to update organizations 

Organizations are constantly changing and updating, as is your relationship with them, so you need to edit the records you keep to reflect those changes.

There are two ways of updating contractor organizations, manually one at a time, or in bulk via CSV import. Updating manually lets you edit more areas of the organization’s information, whereas CSV import lets you edit basic information for multiple organizations.

If you need to record information that is not included in the default fields, add custom fields in Contractor Manager before updating your organizations. If you are updating multiple organizations, export your organization list after you've added your custom fields. The spreadsheet will contain both the default and custom fields. 

Update a single organization

Edit an organization

  1. Go to Tools > Contractor Manager.
  2. Click View next to the organization you want to edit. You can use the Keyword Search to find the organization you want to edit.

    Org-View.png

  3. Make any changes necessary to any of the organization’s information. You can use the left-hand menu to skip to the relevant area. Make sure to save the page after each change you make.
  4. When all changes are made click either Save & Close or Back to Organizations List to return to the Organizations list.

Edit an organization

  1. Go to Tools > Contractor Manager.
  2. Click Delete next to the organization.

    Org-Delete.png
  3. Click Remove to confirm. 

Update organizations in bulk

The default fields that you can change by CSV import is Type, Name, Trading As, Legal ID, Legal ID Type, Phone Number, Email Address, Physical Address, Country, Status, Organization Owner, and Location Permissions.

You do not need to enter information for all default fields, only Legal Name and Status of Account. if your account has mandatory custom fields, you'll also need to complete this information. 

For the file to import correctly do not change or remove any column headers. 

To update your organizations: 

  1. Go to Tools > Contractor Manager.
  2. Click Update Organizations.

    Org-Update.png
  3. Select Export your Organization List.

    Org-Export-List.png
  4. Open your file and make any changes.
  5. Save your file in a CSV UTF-8 file format.
  6. In WhosOnLocation, return to the Update Organizations pop-up box, click Import List from a CSV File.
  7. Click Select CSV File, select the file from your computer and click Open.
  8. Click Upload CSV File.

    Org-Upload-List.png
  9. Check that the headings of your columns are matched with the correct fields in WhosOnLocation. This should happen automatically. 
  10. Select a Unique Identifier. This will be used to match the records in your file with the records in WhosOnLocation. The most useful identifier to use when updating records is the System ID because it is created by the system and unique to every organization.
  11. (Optional) If you are deleting any organizations, select the Remove Existing Records checkbox.
  12. Click Submit for Validation.

    Org-Upload-Validate.png
  13. Click Confirm & Submit, then click Close.

You will receive an on-screen notification confirming that your organizations’ details have been updated.

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