Add multiple Salespath locations at once by downloading a template, filling in your location data, and uploading it back — no need to configure each location one at a time.
| Available to: Global Admins, Tenant Admins |
Bulk upload locations
- Log in to Salespath and navigate to Admin > Tenant Manager.
- Find the tenant you want to add locations to and click edit
- Click Locations, then select Actions > Download Template.
- Open the downloaded file in your spreadsheet editor of choice (Microsoft Excel, Google Sheets, LibreOffice Calc, etc.).
Fill in your location data. Required fields are marked with an asterisk (*) in the template header row.
💡 Rinsed Tip: Refer to the Info tab of the spreadsheet for a description of every field. Once complete, save and export the file as .XLSX.
⚠️ Important: You must save the file as .XLSX. Other file formats are not supported. - Back in Salespath, from the same screen, click Actions > Upload from Template.
- Select your completed .XLSX file and click Upload.
- If everything is correct, you will see a Success confirmation. Your new locations will be added automatically with a status of Onboarding. You can edit any location settings afterward from the Location Manager.
If you get an error during upload
If any rows contain invalid or missing data, you will see a diagnostic message identifying which locations failed and why. Any locations that did not fail will still be created successfully.
To resolve errors: re-create your template with only the failed rows, correct the issue, and upload again.
Template field reference
The following fields are available in the Locations tab of the template. Fields marked Required must be filled in for every row.
| Field | Required? | Description |
|---|---|---|
| Location Name | Required | Unique display name for the location in Salespath. Minimum 3 characters. |
| Location URL | Required | URL-safe identifier used in the location's web address. Alphanumeric only, minimum 3 characters, must be unique across your tenant. |
| Address | Required | Street address of the location. |
| City | Required | City where the location is situated. |
| State | Required | State or province. Select from the dropdown in the template. |
| Zip | Required | Zip or postal code. Maximum 11 characters. |
| Timezone | Required | The timezone for this location. Select from the dropdown: Eastern, Central, Mountain, or Pacific. Contact support if you need an additional timezone. |
| POS Location ID | Required | The identifier for this location in your POS system (e.g., site ID). Used to route transaction data. |
| POS Location Name | Required | The name of this location as it appears in your POS system. |
| Unique POS | Required | Which POS system integration this location uses. Select from the dropdown in the template. |
| $ Per Car Target | Optional | Revenue per car target in dollars. Defaults to $10 if left blank. |
| Tango Account # | Optional | Tango account number for this location, if applicable. |
| Multi-Lane Buttons | Optional | Controls when lane selection buttons appear. On presentation open shows them before the presentation starts; On presentation close shows them after. Defaults to "On presentation open." |
| Attribution Mode | Optional | How POS transactions are attributed to salespeople. Windowed attributes 10 minutes of transactions after the last presentation. First-to-last attributes all transactions between a salesperson's first and last presentation. Defaults to "Windowed." |
| Match Mode | Optional | When a presentation is matched to a POS transaction. After Session matches the first transaction after the presentation ends; During Session matches the first transaction during the presentation. Defaults to "After Session." |
| Conversion Rate Target | Optional | Target conversion rate as a percentage (0–100). Defaults to 10. |
| Coverage Target | Optional | Target coverage percentage (0–100). Defaults to 100. |
| Engaged Car Target | Optional | Target engaged car percentage (0–100). Defaults to 10. |
| Presentation | Optional | The active presentation (slideshow) to assign to this location. Select from the dropdown. Can also be set or changed later in the Location Manager. |
| Lanes (1–10) | Optional | Each location supports up to 10 lanes. For each lane you want to configure, provide all three values: Lane Name (display nickname), POS Name (kiosk name in your POS), and POS ID (kiosk ID in your POS). Leave all three blank to skip a lane. Lanes are created in the order they are numbered in the template. |
Comments
0 comments
Article is closed for comments.