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)
- Find your customer
- Click Upload addresses
- Drag and drop your spreadsheet containing your addresses or browse to the location where the spreadsheet is saved
- 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.