# Sites Import

Source: https://docs.astalty.com.au/guide/imports/sites-import

> Bulk create or update Sites from a CSV and review every row before confirmation.

Scheduling add-on - This feature requires the Scheduling add-on, which is available on Astalty Premium. See How to enable Scheduling.

## Overview

The Sites Import creates Sites and can fill or update supported details on Sites already in the account. Every row is validated and reviewed before confirmation.

## Accessing the Import

Open [Settings > Imports](https://app.astalty.com.au/settings/imports), select **Create Import**, then **Sites**. The default Admin role has access.

## Completing the Import

1. Import or create Users first when **Site Manager Email** should assign a manager.
2. Download the current template.
3. Populate it and remove the example rows.
4. Accept the caution and choose how name matches should be handled.
5. Upload the CSV and select **Start Import**.
6. Review the rows, select the intended rows, and choose the count-specific confirmation button, such as **Import 3 Sites**.

The choices for an existing name are **Skip it**, **Fill in empty fields**, **Update with the file's values**, or **Create a new site anyway**.

## Reviewing Before You Confirm

No Site is created during validation. **Ready to Import** and **Ready to Update** rows can be selected. **Failed** rows cannot. Unticked ready rows become **Skipped** when you confirm.

The review identifies existing and new tags. New tag names are created only when a selected row is processed. A selected row can still fail during creation, in which case successful rows remain and the import finishes **Completed with errors**.

## Import Requirements

**Name** and, for a new Site, **Type** are required. Type accepts *SIL House* or *Other*.

- **Capacity** is allowed only for a SIL House and must be a whole number of at least 1.
- **Site Manager Email** must match an existing User in the account with the Admin or Manager role.
- If **Address Line 1** is present, **Suburb**, **State**, and **Postcode** are required. State must be Australian and Postcode must contain four digits.
- **Tags** is a comma-separated list. Existing tags are linked and missing tags are created when the row imports.

### Template Columns

The template contains **Name**, **Type**, **Description**, **Capacity**, **Site Manager Email**, **Address Line 1**, **Address Line 2**, **Suburb**, **State**, **Postcode**, and **Tags**.

## Duplicate Sites

A row matches an active or archived Site by Name. Unless **Create a new site anyway** is selected, a repeated Site name within the file is flagged.

For a matched Site, the import never changes Name or Type. It assigns a Site Manager only when none is set, and it only adds Tags. Other supported values follow the selected skip, fill, or update mode. Blank cells do not clear existing values.

## How the Sites Import Works

Astalty validates the file, resolves existing names, managers, addresses, and tags, then waits for confirmation. It processes only selected rows. Creating a new Site anyway deliberately permits another Site with the same name; it does not merge the two.

## Troubleshooting

Correct failed rows in the CSV and create another Sites import. Use **Download Failed Rows** after processing to export the values and failure reasons.