This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
You can create locations that can be highlighted on an embedded map within your applications and used for proposal routing to specific mailboxes.
Creating a new location
To create a new location:
- Go to the Location tab in your client portal.
- Select Create Location
- Fill in the required fields first:
- Name (required): A descriptive label for the location (e.g., “Downtown Office”, “Calgary Warehouse”).
- Address (required): A physical street address. The Location Manager supports geocoding, so use a real, complete address (street number + street name + city + region/state/province + postal/zip + country).
- Mailbox: You can enable the mailbox as an identifier in your location settings. If enabled, select a mailbox, and the Reference ID will auto-populate.
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Reference ID (required): Your integration identifier (the ID your other systems use to refer to this location).
- Treat ReferenceId like a permanent key. If integrations depend on it, changing it later can break downstream systems.
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Tags (optional): Add up to 5 labels to categorize the location (e.g., “Buildtype: Tall”, “Retail”, “HQ”). Tags help with filtering and organizing.
- Commas in values: Wrap values containing commas in double quotes (e.g., "123 Main St, Suite 100")
- Empty fields: Leave optional columns blank if not needed
- Country codes: Use ISO 3166-1 alpha-2 codes (2-letter)
- Trailing spaces: The system automatically trims whitespace from all values
- Tags require both name and value: A tag is only created if both the name and value are provided
- Contacts (optional): Add up to two contact people associated with the location (useful for “who to reach out to” scenarios).
- Select Save.
The new location appears in the table/list and on the map (or contributes to a map cluster if there are many nearby locations).
Importing multiple locations
To import multiple locations:
- Go to the Locations tab and select Import Locations.
- Upload a CSV with your location data. Use drag and drop or select Add File to locate it (populated based on the predefined template)
- Column headers should match those in your Location Manager table.
- Select Import Locations to begin the import process.
Import Locations is only visible to users with the Location.Manage permission.
Here is an example of the column headers that may be included in your csv.
| Column | Required | Description |
| Location Name | Yes | Display name for the location |
| Reference ID | Yes | Unique identifier for the location |
| Phone Number | No | Phone number for the location |
| Address Line | See address requirement | Street address |
| City | See address requirement | City/locality |
| State/Province | See address requirement | State, province, or district |
| Postal Code | See address requirement | ZIP or postal code |
| Country Code | See address requirement | Two-letter ISO country code (e.g., US, CA, GB) |
Address Requirement: At least one address field (Address Line, City, State/Province, Postal Code, or Country Code) must be provided for each location. The system uses address data to geocode and place locations on a map.