Importing Organizational Units

Caution:

If you are using multiple modules in Oracle Hyperion Financial Close Management, you must run separate import processes to import the module specific properties of the organizational unit.

To import organizational units:

  1. In Account Reconciliation, select Manage, and then System Settings. In System Settings, select Organizational Units.
  2. Select Actions, and then Import Import button.
    • Enter the file name, or click Browse to navigate to the CSV import file.

      Example:

      Note:

      This Account Reconciliation import organizational unit example requires a pre-existing parent org unit named "Americas," a holiday rule named "US," a calendar named "US,", a viewer named "fm_user5," and a commentator named "fm_user4." Create these or edit the file accordingly to use other objects.

      "OrganizationalUnitID","Name","ParentOrganization","Description","TimeZone","H olidayRule","Calendar","Workdays","Viewer1","Commentator1" "US3","US3","Americas","Import Organization US3 Account Reconciliation Manager Example","","US","US",1-2-3-4-5,"fm_user5","fm_user4"
    • For Import Type, click one:

      • Replace—Replaces the Organizational Unit detail with the Organizational Unit that is in the file that you are importing. It does not affect other units that are not specified in the import file.

      • Replace All—Imports a set of Organizational Units to replace the existing Units. Use this option to replace a unit in one system with an updated definition from another system. Organizational Units that are not specified in the import file are deleted.

  3. Click Import.