Internal Demos + Guides for PAGassist

Adding Locations

Written by PAGassist Admin | Oct 7, 2026, 6:55:11 PM

Locations can be entered manually or imported using the PAGassist location CSV template. This is where an analyst 

Manual entry

Use manual entry when adding one or a small number of locations.

CSV import

Use the CSV template for multiple locations.

Download the current PAGassist template rather than creating column headers from memory.

After import:

  1. confirm the expected number of locations was created;
  2. verify address formatting;
  3. confirm any account/subaccount information;
  4. edit records where needed.

Locations are used throughout PAGassist to connect invoices, services and contracts.

VIDEO: CSV location import

 

Last verified: October 2026
Applies to: PAGassist MVP
Something look different? Report it to support@pagassist.com.