Easily make updates to your location data individually or in bulk.

The Profiles tab under Listings allows you to manage your profiles from a single location through quick edits or bulk changes. A profile is required for each location (facility or person) included in a listing or directory. Each profile record corresponds to a “location” record within the Admin settings (Location tab). Any updates you make to profile data—such as new hours of operation or phone number—push out to managed listings sites and data aggregators to ensure consistency across the web.

Edits to a profile will cascade to the related listing profile, but edits to a listing profile will NOT cascade back to a directory profile.

Editing Profile Data (One-Off)

Using the platform, you can make simple edits directly to profile data.

To edit a profile directly:

1. From the Profiles page, use the Location filter, or start typing the name of the profile you want to edit in the search field.
2. From the list of results, click the Edit icon.
   
3. Within the profile, make the edits you need to the profile.
   • Fields with a red asterisk are required.
   • Use the tabs on the left to jump to different profile categories.
   • Click to view the available publishable sites.
   • Access a change history log.
4. When finished, click Submit.
   

The edits will automatically update the supported listing sites/directories.

Editing Profile Data (Bulk)

Use the Import / Download options from the Profiles page to apply changes to multiple listings using a spreadsheet format.

To edit a profile through spreadsheet import:

1. From the Listings tab, click Profiles.
2. Click Download.
3. Select profiles to download and columns to include. The spreadsheet format defaults to CSV.
   
4. Click Download.
5. Open the CSV file and make changes to the profiles you want within a spreadsheet editor.
   
6. When finished with your changes, save the file.
7. In the platform, click Import.

   There is no limit to the number of records in your file, however we advise under 2,000 for optimal performance.

8. Attach the saved CSV file and chose your Import Mapping.
   

   Previously customized column header mappings will show in the Import Mapping dropdown.

9. Configure column header mapping and check boxes for skipping page normalization and ignoring unmapped columns if desired. Click Import.
10. Save new mapping, save changes to existing mapping, or don’t save to proceed.
11. Review import details by tab.
    • The platform will ignore invalid data points and publish the remaining, valid data.
      
    • See where errors were found and take corrective action, or download an error file to save changes without errors and keep track of the changes that were not saved due to errors.
      
    • Click Next to review each tab.
12. Click Close.

The platform will automatically push out the edits to the supported listings sites/directories.

View a log of all imports for your account. Click Settings > Imports.

Adding Profiles

For each profile, you must specify the definition as a Facility (rooftop) or a Physician (individual). You can also create multiple offices within the same profile for physicians who operate at more than one facility. Additionally, you can use Place ID to link the location information for a facility to multiple physician/professional profiles.

To add a new profile for a new location:

1. From the Profiles page, click Add Profile.
2. In the Add Profile window, enter the location code in the Code box.
3. From the Definition drop-down, choose Facility (rooftop) or Physician.
   
4. Click Create.
5. Within the profile, enter the remaining information.

For Business Hours:

• You can add multiple sets of hours (e.g., Main, Holiday, etc.) by clicking the Add Business Hours link.
• You must name each set of hours (something like “Main”).
• You must select the “Primary Business Hours” option for one of the sets of hours.
• When typing the times, you must select the option from the drop-down given.

For Place ID:

Place ID allows you to connect physician profiles to a particular rooftop profile of a facility. That way, if any information from the rooftop location changes—such as address or hours of operation—the changes will cascade to each physician profile that is connected to that Place ID.

1. In the Place ID box, start typing the name of the facility where the physician/professional works at. Any matching facilities that are set up as a facility under the tenant will appear as an option to select in a drop-down list.
2. If you have not entered any Office fields yet, then the data from the selected Place ID (parent facility) will be copied to this profile. A lock icon next to each field under the Office section indicates that the field value matches the parent.
3. If you have already entered information under the Office section, the data from the selected Place ID will NOT overwrite the existing data. An unlock icon appears next to each field to indicate that the field value does NOT match the parent.
4. If you want to overwrite values from the current profile to match the parent, click the Reset link.
5. Profile addresses are not linked if any field is different from the parent (e.g., Suite number).

If the profile created a new location, go into Location Admin to add page URLs (if known).

6. When finished, click Save and Publish.