Can I import my sites and equipment from a spreadsheet?
A Company Manager chooses Company Management → Sites → Import a file and uploads an Excel (.xlsx) or CSV file — up to 5 MB and 5,000 rows. Import sites first, then equipment; each piece of equipment names the site code it's at. Your column names don't have to match ours: PeerToSite suggests which column is which and you can change it.
You'll see how many rows are new, updated, unchanged or have problems before anything is saved. Sending your list again later only updates what changed — sites are matched on site code, equipment on asset tag (or serial number). Sites missing from a new list are only closed if you tick the box. Templates are on the import page.
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More in For Companies
Every plan includes both Opportunities and Dispatch.
Opportunities → Post an opportunity (needs the Opportunities service).
Compare bids and ratings on the posting, then award.
Dispatch → Request a dispatch: category, what needs fixing, how urgent.
Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.
A service call, a travel fee, and time after the first hour.
Check-in, messages, sign-off photos, then your approval.
Company management → Visit criteria and Documents, once for every job.
Send it back while they're on site, request a return visit, or dispute it.
Payments → open the invoice → record payment.
Company Management → Sites — one at a time, or import a spreadsheet.
Compliance → Add requirement, for Company Managers.
Yes — Settings → Integrations: API keys and webhooks.
Settings → Audit Log, for Company Managers.
Settings → Manage Users, for Company Managers.