Importing Organizational Units

Import File Format

You import organizational units by creating a CSV import file.

The list of available headers are: OrganizationalUnitID,Name,ParentOrganization,Description, HolidayRule,Calendar,Workdays,Viewer1,Viewer2,Commentator1,Commentator2,Viewer3

where:

Workdays are specified by entering numbers 1 through 7 starting with Monday as number 1. Numbers are separated with a dash.

Here is an example of an import file and assumes you have set up holidays in a list called US Holidays and a calendar called US Calendar.

To Import Organizational Units

To import organizational units:

1. From Home, click Application, then click Configuration, and then select the Organizations tab.
2. Select the Organizational Units tab.
3. Click Import.

   • Enter the file name, or click Browse to navigate to the CSV import file.

   • 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.

   • Select a file delimiter for the import file (for example, comma or tab). Or, choose Other to specify any single character as the delimiter.

4. Click Import.