Update service provider organizations

Update service provider organizations that are already in your account. You must have the Service Provider 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 service provider 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.

Edit a single organization

  1. Go to Tools > Service Provider 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.

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  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 & Exit or Back to Organizations List to return to the Organizations list.

Edit organizations in bulk

The information that you can change via 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.

For the file to import correctly do not change or remove any column headers. You do not need to enter information for all fields, only Legal Name and Status of Account.

To update your organizations: 

  1. Go to Tools > Service Provider Manager.
  2. Click Update Organizations.
  3. Select Export your Organization List.
  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.
  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, tick the Remove Existing Records checkbox, then Confirm Removal on the confirmation pop-up.

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  12. Click Submit for Validation.
  13. Click Confirm & Submit.

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

Exporting organizations

If you want to export a list of your organizations to edit or for reporting purposes you can do so from the Organizations list. You can export all organizations or only those matching the filters that are currently applied.

  1. Go to Tools > Service Provider Manager.
  2. Click Export Organizations.
  3. Select either Export All or Export based on Current Filters. If you choose Export based on Current Filters, the CSV file that is exported will contain only those organizations matching the filters that are currently applied to the organization list.
  4. Save the file to your computer.
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