You can import a list of project locations saved as a CSV file. In order to successfully import the list of locations the headers must match with the default Projects grid headers in HBSI. Providing the headers match the file can import, you may want to familiarise yourself with the default project headers first by selecting Project Setup from the System tab.

You can add your own headers to the Projects grid from this menu by clicking the Add Header tab and filling in the relevant details, once added you can then reference this header on the CSV file.

To import the CSV file into HBSI, first click on the Import Locations from the system menu.

You will be presented with the bulk Project Location Importer wizard. The file type is set to CSV by default so choose the file location and set the default coordinate system, status and category. (note you need to set a default status however it won't overwrite the status you specify in the CSV file) A list of the projects HBSI has picked up from the CSV file will be displayed with all projects selected. If you wish to do so, you can select projects from the list that you wish to import by removing the check from the box of any item that you want to exclude from the selection set.

Press Save to begin the import process, a progress bar will highlight this, and a message will confirm when import is complete.

The imported Projects will now be displayed in the projects grid in HBSI.

Another consideration with Bulk Project Location import is that if you have a header on the CSV file not recognized, it will flag during the import process and will not be imported.