Settings > Bulk Data > Import/Export > Branches

This article explains how to import branches in bulk when working with many branches.

Downloading and Importing Templates

Step 1: Download the template by selecting import in the drop-down list

Step 2: Fill out all necessary information on the template. Take note of the following details:

• Branch ID - for statutory filings, leave blank if not applicable
• Tax ID - for tax filing purposes, leave blank if not applicable
• Validate Check-in IP Web or mobile - Input "Yes" if you wish to restrict the IP address
• Allowed Check-in Masks - Input the IP address of the network connection used in the branch (Use a comma " , " to add multiple check-in masks). Leave blank if not applicable.
• Open Days - company operations days that should be filled out as 1,2,3,4,5. Where from ascending orders, system will read this as Monday, Tuesday, Wednesday...

Step 3: Once you are done verifying the details, go back to step 1 then start browsing the file for import.

When the import procedure is complete, you will receive an email and browser notification.

If Success, it will indicate how many new profiles were successfully added. 

If Failed/Rejected, you will receive a thorough report via email so that you can make changes. After you've checked your file, re-import it.

If you want to have a list of all the branches details on your account, simply select Export in the drop-down list

You may refer to our article to know more about the Branch Details

That's it - You have successfully added a branch!