> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/equipme/my-company/locations/assign-managers-via-excel-import.md).

# Assign Managers via Excel Import

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### Assign Managers to Locations via Excel

Assigning or updating managers across multiple locations can become time-consuming if done individually. The Excel import is designed to handle this efficiently – especially when structures change regularly, new managers join or responsibilities shift between teams.

Instead of editing assignments one by one, you can prepare all changes in an Excel file and apply them in bulk. This keeps your data consistent, reduces manual effort and lowers the risk of human error.

***

#### Excel Structure and Required Fields

For the import to work smoothly, the spreadsheet must follow a defined structure. The sample file provides the correct layout and can be used as a direct template. The following attributes are required:

| Field                | Purpose                                                      |
| -------------------- | ------------------------------------------------------------ |
| **Location ID**      | Defines which location the assignment applies to             |
| **Manager username** | Email or username of the manager being assigned or updated   |
| **Manager role**     | Role type such as `location-executive` or `location-manager` |
| **Action**           | Defines the intended change: `add`, `update` or `remove`     |

Additional fields may appear depending on configuration, but these four are essential for a valid import.


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