Articles about: Reports, Importers and Exporters

I05 - How to create or update workplaces in bulk

Creating or updating work locations one by one on the Management website can be quite time-consuming. Knowing this, we created a batch file import tool, streamlining this process and ensuring that everything is recorded quickly and efficiently.

⚠️ Warning: This importer is not applicable if your company has active registration integration with other systems, such as Sankhya or similar.

How to download the template spreadsheet

In the side menu of the Management website, click on Management . Then select Reports and Records .

In the "importers" list, select option I05 - File Importers.

Fill in the importer filters

In "import type", select the Workplaces option.

Below, select the desired file extension to download the template spreadsheet for filling in the information.

💡 Tip: Choose the .xlsx . It's the safest, as it eliminates the need for manual cell configuration and avoids import errors. The CSV format lacks visual formatting, and the older .xls format requires adjustments that, if ignored, can corrupt your data.

How to fill out the template spreadsheet

The spreadsheet will have two navigation tabs: Creation and Update . Data should be added starting from row 4 of the spreadsheet.

To register

To create new work locations, use the "Creation" tab of the spreadsheet and fill in all columns marked as "Required Field". Columns identified as "Optional Fields" can be left blank, but if filled in, the information will be added to the record. Ensure that the information entered is correct to guarantee a successful import.

Required fields:

Job Name: The exact name of the workplace to be registered.
Employers (identification number): Employer identification number linked to the location. May contain punctuation, such as CNPJ.
Country: Country of the registered location, following the international standard (for example, "BR" for Brazil).
UF: State abbreviation (For example, "SP" for São Paulo).
City: The exact name of the city where the workplace is located.

The remaining fields are optional. The second row of the spreadsheet provides an explanation of the field and/or how it should be filled in.

To update

If you wish to update an existing record, use the "Update" tab in the spreadsheet. In this tab, enter the information for the companies that need to be adjusted in the system. The first column is mandatory and serves to identify the already registered workplace. The remaining columns should be filled with the information you wish to modify.

Here you can also understand how to fill in the field with the explanation of each column in the second row of the spreadsheet.

How to upload the completed spreadsheet

After filling out the spreadsheet according to the defined objective, save the file. If you are using Excel, click on "File", then "Save", or press CTRL + S.

Return to the Management website , in the same location instructed in item 1, and select option I05 - File Importers again. Click the " attach " button, and select the file on your computer with the information you filled in.

Finish by clicking import.

Please wait for the spreadsheet import process to finish.

Once the process is complete, a report will be generated with import feedback. Ensure that the user has been created, updated, or deactivated.

Now that you've learned how to quickly and efficiently create and update workplace records by importing from I05, the process of managing company records on the Pontotel platform becomes much more agile. By following the steps and ensuring that the data is correctly filled in, you avoid errors and ensure that all information is accurately reflected in the system.

If you still have questions or need assistance, contact our Support team via the chat integrated into the Pontotel Gestão website or via WhatsApp !

Updated on: December 29, 2025

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