Importing Organizational Units

To import organizational units:

1. On the Home page, click Application and then click Task Manager.
2. Click the Organizations tab on the left and select Organizational Units.
3. Click Import .

   • Click Choose File to navigate to the CSV import file.

     Sample Organizational import format:

     Note:

     The following section shows the import format. This example requires a pre-existing parent organizational unit named "Americas", a holiday rule named "US", and a Viewer named "fm_user5".

     "OrganizationalUnitID","Name","ParentOrganization","Description","TimeZone","H olidayRule","Calendar","Workdays","Viewer1","Commentator1" "US2","US2","Americas","Import Organization US2 Example","ET (UTC-05:00)","US","",2-3-5,"fm_user5",""

   • For Import Type, select 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 new set of Organizational Units that replaces the existing Units. This option is useful when you want 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.

   • For File Delimiter, select Comma, Tab, or Other.

4. Click Import.