Adding New Locations

To add new locations to Ceterus Insights, start by selecting "Locations" from the gear menu in the app header, then click the "Add Locations" button in the toolbar.

Next, you will need to provide a CSV file with key data about your new locations. An example of this data is shown below. Your data should contain a header row, which will be skipped during the import. You do not need to label your columns exactly as shown below, since the headers will not be read. If you do not include a header row, the top row of the file will be skipped and your first location will not be imported.

• Column 1: Location number
  • This should be a unique value within your brand that corresponds to a given location. If a location is uploaded with the same number as a location that is already in the system, it will be skipped to avoid creating duplicate entries. If your brand does not use location numbers, you can populate this with any unique value.
• Column 2: Location name
  • This can be any name that you want to display in the app for a location.
• Column 3: Owner email
  • This should be the email address of the individual primarily responsible for uploading financial data for this location. This email address will receive an invitation to join Ceterus and will have the ability to sign up for a new account or login with an existing account. The email address the owner uses for their Ceterus account does not need to match the submitted email address in this file, so you can use any known-good email address for the user without worrying about using the wrong one.
• Column 4: Start date
  • This is the date the location opened or otherwise started operation. This will be the first period for which financial data submissions are required for this location. This must be in the format YYYY-MM-DD.
• Column 5: Address
  • The street address of the location
• Column 6: City
  • The city of the location
• Column 7: State
  • The two-letter abbreviation for the U.S. state in which the location is located
• Column 8: ZIP
  • The ZIP/postal code for the location

After you have uploaded the CSV file, you will be shown the results of the import, and invitations will be sent to the supplied email addresses for any new locations that were added.