With Freshservice, you can now add or import locations so it’s easier to segregate and locate configuration items. You can also configure locations in the parent-child hierarchy (for eg: if your company operates out of multiple places, you could have the country name at the top followed by the state, district and city.) with each field being a separate record by itself.
How to add new locations?
Log into you Freshservice Admin console
Navigate to Admin -> Asset Management -> Locations -> New Location. If your account has more than one workspace, navigate to Admin -> Global Settings -> Asset Management -> Locations -> New Location
You can now fill out the details of the location and select the parent location from the drop-down and click Save
Once that’s done, you can hit save and you’ll have the location listed in a hierarchical format
How to import locations?
- Log into you Freshservice Admin console, navigate to Admin -> Asset Management -> Locations -> Import. If your account has more than one workspace, navigate to Admin -> Global Settings -> Asset Management -> Locations -> Import
Here, you can now upload or drag and drop the .CSV file and click Next
Map your Freshservice fields to the .CSV file and click Import. You can also see how many records have failed, updated and so on.
- Once the import status has been changed to Completed you can see the entire list of fields updated in Freshservice.
Before you upload, ensure that your CSV file has
A row header with field name (eg: Location Name, Parent Location, Primary Contact, etc)
Column for the mandatory field- Location name
Make sure the parent location is in a hierarchical path (For eg: If the parent location of California is USA, ensure that the path for it is written as USA/ California)
- Encoded in UTF-8
Next, map your CSV fields to your Freshservice fields and click Import.