If you need to create both clients and sites at the same time, use the bulk client import from the Clients page instead. That flow accepts one file and creates client and site records together.
Step 1: Upload file
Drag and drop your file into the upload area, or click Browse to select it from your computer. Accepted formats:.xlsx, .csv
The file should contain one row per site. Company-level fields are not required, since all sites will be linked to the current client.
Step 2: Map fields
TruRisk automatically attempts to match your file’s column headers to the corresponding site fields. The mapping screen shows three columns:
For each field you want to import, click the ✓ (tick) button to confirm the mapping. Only confirmed mappings are imported — any field left unconfirmed is ignored, even if it was auto-matched.
Required fields (marked with *) must be confirmed before you can proceed:
The remaining fields are optional — confirm any that you want to include in the import.
Step 3: Preview import
Review the sites that will be created before committing. This step shows a summary of the records TruRisk has parsed from your file, along with any warnings about rows that couldn’t be matched or mapped.Step 4: Review results
After the import runs, a results screen shows which sites were created successfully and which (if any) failed, along with the reason for each failure. To fix errors, correct the relevant rows in your file and re-run the import. Only sites that were not successfully imported previously will be created — sites that already exist under this client are ignored, so re-importing won’t create duplicates.The import only creates new sites. It does not update existing site records. If a site with the same name already exists under this client, that row will be skipped.