How to Use Bulk Location Hierarchy via Sample CSV or UI

This article explains how to create or update location hierarchies in bulk using either a sample CSV file or the user interface (UI). Location hierarchies help organise locations under parent and child structures for better visibility and management.

What Is a Location Hierarchy?

A location hierarchy allows you to:

• Group locations under parent locations (for example: Region → Area→ Store)
• Apply structure and consistency across locations
• Improve reporting and checklist or project assignments

Option 1: Bulk Location Hierarchy via Sample CSV

Step 1: Download the Sample CSV

1. Go to Locations in your workspace.
2. Navigate to Configurations and Click on Locations Hierarchies and Levels
3. Click Create Bulk Hierarchies.
4. 
5. Download the Sample CSV file.

Step 2: Fill Out the CSV File

Open the sample CSV and enter your hierarchy details.

Common columns include:

• Level Name
• Hierarchy Name
• Level Order
• Is site Level
• Hierarchy Description
• Hierarchy Colour 

Step 3: Upload the CSV

1. Return to the Location Hierarchy section.
2. Upload the completed CSV file.
3. Submit the file for validation.

Step 4: Review and Confirm

• Resolve any validation errors shown on screen.
• Once successful, confirm the upload to apply the hierarchy.

Watch Video to Configure Bulk Hierarchies Via Sample CSV:

Option 2: Location Hierarchy via UI

Step 1: Navigate to Location Hierarchy

1. Go to Locations.
2. Select Configurations 
3. Click Location Hierarchies and Levels 
4. Click Create New Hierarchies 

Step 2: Creating Hierarchy 

1. Hierarchy Name
2. Description
3. Hierarchy Color 
4. Hierarchy Levels
5. Click Save after making the changes above

Repeat this process for each Hierarchy as needed.

Verify the Hierarchy

After setting up the hierarchy:

• Review the location tree or hierarchy view
• Make adjustments if necessary

Watch Video to configure Hierarchies Via UI:

Need Help?

• If you run into any issues or have questions about Bulk Locations Hierarchy, reach out to the Xenia support team at support@xenia.team  or your Implementation Specialist for assistance.