As an administrator or supervisor, managing information across multiple sites or locations can be very taxing, especially if the data captured by your users doesn’t indicate where they are from. Using the Sites feature, you can be confident that inspections will always indicate where they originated as your users will always be prompted to select their respective sites at the start of inspections, which can help you gain better insights into performance in your organization based on locations.

This article shows you how to add sites to your organization, either one at a time or in bulk via CSV upload, on the web app.

Before you begin

Please note that sites can only be added to your organization on the web app by administrators.

Site names are unique values, meaning you can’t have two sites with the same name. To help you categorize sites, you have the option to assign a parent region and area for each site you add. This is not required if you wish to just have sites on their own.

If you choose to add sites in bulk via CSV upload, we recommend that you export the existing sites list to CSV first, then add the new sites to the CSV file for upload. Make sure that you don’t modify the formatting of existing sites in the CSV, as this could lead to duplicating sites. You can follow the instructions below on how to export your sites list to CSV.

  1. Log in to the iAuditor web app.
  2. Click your organization name on the lower-left corner of the page.
  3. Select “Sites” from the tab on the top of the page.
  4. Click the 3 dots on the upper-right corner of the sites list and select ”Download CSV”.

Add a site

  1. Log in to the iAuditor web app.
  2. Click your organization name on the lower-left corner of the page.
  3. Select “Sites” from the tab on the top of the page.
  4. Click “+ Add sites” on the upper-right corner of the page.
  5. Type in the new site name. You can also create or select a region and area if you wish to create site groupings.
  6. Click “Add sites” on the lower-left of the new site row to add the site.
  7. Repeat from step 4 for any other sites you wish to add.

Bulk add sites via CSV upload

  1. Log in to the iAuditor web app.
  2. Click your organization name on the lower-left corner of the page.
  3. Select “Sites” from the tab on the top of the page.
  4. Click “+ Add sites” on the upper-right corner of the page.
  5. Click “Upload CSV” on the upper-right corner of the page.
  6. Compile the sites you wish to add in a CSV file with columns, in the order of “site”, “area”, and “region”. If you’re unsure of how to prepare the sites list, check out this sample CSV as a reference.
  7. Drag and drop your CSV file into the “Select a CSV File” box or click “browse” to select the file from your computer directory once you have the list ready.
  8. Match your column headers with the corresponding groupings of site, region, and area. Then, click “Save and Upload”.
  9. This starts the CSV upload.
  10. Once the upload is complete, click “Continue” to return to the sites list.
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