Creating New Sites in Bulk

For site imports, you need a correctly formatted Excel file (export first to get the template)

Click "Sites" in the left sidebar under the Tasks section

Click the "Actions" button at the top right of the Sites page

The dropdown menu shows all available import and export options

Export Sites - Downloads an Excel file containing all your existing site data. Sheet 1 and Sheet 2 provide instructions and reference data. Sheet 3 (Data) contains the actual site records.

Import Sites - Upload a prepared Excel file to create new sites or update existing ones in bulk.

Export COPCs - Downloads the current COPC selections for all sites

Import COPCs - Upload a file to bulk-assign COPCs to sites

Export Site Receptors - Downloads the current receptor assignments for all sites

Import Site Receptors - Upload a file to bulk-assign receptors to sites

Export Assessment Locations - Downloads all assessment locations across all sites

Import Assessment Locations - Upload a file to bulk-create or update assessment locations

Bulk Upload Site Figures - Upload multiple figure documents for sites at once

Bulk Historical Data Import - Import historical monitoring data across multiple sites at once

Click Actions > Export Sites

Open the downloaded Excel file

Sheet 1 and Sheet 2 contain instructions and reference data for valid field values

Sheet 3 (Data) shows your existing sites and is where you add new rows

Name - The site name

Site Code - A unique code for the site

Client Name - Must match an existing client in the system

Tenant Office - Must match one of your organisation's offices

Site Type - Must match a valid site type from the reference data

Address fields - Address Line 1, City, State/Province, Postal Code, Country

Description - A description of the site (e.g., "Casula Service Station")

Surrounding Land Use - Useful for bulk setup

Return to the Sites page

Click Actions > Import Sites

Select your prepared Excel file

The system will process the file and create the new sites

Check the Sites list to confirm the new sites were created

If there are errors, a message will appear indicating what went wrong (e.g., duplicate site codes, invalid client names, missing required fields)

1. Import Sites - Create the sites first

2. Import Assessment Locations - Add monitoring wells, bores, etc. to each site

3. Import Site Receptors - Assign receptors to each site

4. Import COPCs - Assign contaminants of potential concern to each site

5. Fetch Reference Data - On each site's Edit page, click "Fetch Reference Data" to auto-populate geology, acid sulfate soils, and planning information

Always export first to get the correct template format — do not create spreadsheets from scratch

Client names, tenant office names, and site types must exactly match existing values in the system

Site codes must be unique — duplicate codes will cause import errors

A red error message will appear if the file contains formatting errors or invalid data

Review the instructions on Sheets 1 and 2 of the exported file carefully before adding data

Export existing data first to use as a template and see the expected format

Use the reference data on Sheet 2 to ensure field values match exactly

After bulk importing sites, use "Fetch Reference Data" on each site to auto-populate geology and planning data

Follow the bulk setup workflow order (Sites > Assessment Locations > Receptors > COPCs) for the most efficient setup

For historical data, use the Bulk Historical Data Import action or the per-site Historical Data tab