Uploading customer site addresses

With Okappy, you can upload multiple site addresses for your customers.  Okappy learns from your previous jobs and suggests sites and address details with just a few clicks.

What if you already have a list of sites which you would like Okappy to know about?

You can now easily add a list of sites to your customers. Follow the steps below to add a list of sites for your customer.

Uploading sites for a customer

To upload a list of sites for a customer from within the Okappy web portal,

  • Go to the Connections screen
  • Click View connections
  • Select Customers (if not already selected)

Connections - customers

  • Find your customer
  • Click Upload addresses

Upload addresses menu

  • Drag and drop your spreadsheet containing your addresses or browse to the location where the spreadsheet is saved

Upload addresses window

  • Click Done

Your addresses will be added to your customers.

When you next add a job for that customer, you can start typing any part of the address (minimum 3 characters) for a list of suggestions to be shown.