The Complete AAP™ Software Manual

Locations Import Template

Template Overview

The Locations import template is a CSV file that includes all of the location data for a company.

Template Functionality

When imported, the Locations import template performs the following functions:

  • Updates Existing:
    • Locations
  • And Inserts New:
    • Locations

Template Layout

All fields/columns in this template must exist in the CSV file in the order that they appear below and each record/row of the CSV file defines a single location. A quick way to build this template is to use the Create/View Template Button within the Import window.

Download the Locations Import Template

Field / Column Value Required? Description Example Excel Column
Location Code Yes A code assigned to the location and/or AAP in which an employee works. Note: If this field is empty, a unique code will be created automatically, but only if Location Name is not empty. SACR A
Location Name Yes A name that describes the location and/or AAP in which an employee works. Note: If this field is empty, the Location Code will be copied to this column. Sacramento B
Address Line 1 No The street address for this location. 2100 Q St C
Address Line 2 No The second street address, if necessary. Suite 123 D
City, No The city for this location. Sacramento E
State No The state for this location. CA F
Zip No The zip code for this location. 95816 G
EEO Coordinator’s Name No The name of the individual given responsibility by the Executive Officer for the creation and implementation of the AAP. Samantha Friedmann H
EEO Coordinator’s Email No The EEO Coordinator’s email address. sam@company.com I
EEO Coordinator’s Company Name No The name of the facility where the EEO Coordinator is located. Sample Company J
EEO Coordinator’s Address No The address for the EEO Coordinator. 2100 Q st K
EEO Coordinator’s City No The city for the EEO Coordinator. Sacramento L
EEO Coordinator’s State No The state for the EEO Coordinator. CA M
EEO Coordinator’s Zip No The zip code for the EEO Coordinator. 95816 N
Executive Officer’s Name No The top-level company official who has overall responsibility for the current plan. Mr. Bart Levitt O
Executive Officer’s Title No The Executive Officer’s job title. President P
Dun & Bradstreet # No The Duns number issued by Dunn & Bradstreet, Inc. 01-234-5678 Q
EIN No The Employer Identification Number issued by the IRS. 09-123-4567 R
EEO-1 # No The employer identification number issued by the Equal Employment Opportunity Commission for the EEO-1 report. 1234567 S
Parent Company Name No The name of parent company for this plan. Sample Company T
Parent Company Dun & Bradstreet # No The Parent Company’s Duns number issued by Dunn & Bradstreet, Inc. 01-234-5678 U
Parent Company EIN No The Parent Company’s Employer Identification Number issued by the IRS. 09-123-4567 V
Parent Company EEO-1 # No The Parent Company’s employer identification number issued by the Equal Employment Opportunity Commission for the EEO-1 report. 1234567 W
Prevent Roll Up? No Prevent employees in this location from rolling up into another location? Common codes are:

Y : Yes
N : No

During the import, it will ask you to map or define a value if it doesn’t recognize it. 		N X
Roll Up Employees Into Location No The location to roll employees into if rollups are enabled. This field is typically blank DENV Y
Roll Up Activities Into Location No The location to roll activities into if rollups are enabled. This field is typically blank. DENV Z

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