Modifying an Organization

Before you start

Taleo Connect Client is running and ready for use.

Taleo application is available for integration.

Here's what to do

  1. From TCC open organization-create_ld.xml in organization-create folder.
  2. Click Generate a sample csv file.

    The sample csv file opens in the default editor.

  3. Enter the following data in the csv file.

    The first line is the file header. The second line is the first line of data.

    Code,CustomerID,Name,ParentCode,IndustryNumber,DisplaySequence 
    NMSAL1,SALES-NA,North America,CPSAL0,12,101 
    NMSAL2,SALES-EME,Europe & Middle East,CPSAL0,12,102 
    NMSAL3,SALES-ASIA,Asia,CPSAL0,12,103
  4. Save file as reorganization-create.csv in organization-create folder.
  5. From TCC open organization-create_cfg.xml in organization-create folder.
  6. In General tab, under Workflow modify Workflow identifier to Reorganization-create-[NOW].
  7. In General tab, under Request, select Pre-defined value
    1. Click the Browse icon.

      A Select file window opens.

    2. Navigate to organization-create folder.
    3. Select reorganization-create.csv.
    4. Click on Open.

    The file path and name are displayed in the dialog box

  8. Save as reorganization-create_cfg.xml in organization-export folder.
  9. Click the Execute the configuration icon and wait for the workflow to complete the import.
  10. Open organization-create folder.
  11. Open CSV result file reorganization-create-yyyyMMddTHHmmss.csv in a csv editor or notepad.

    The following results are displayed.

    "Index","Identifier","Status","TransactionType","Result","Message" 
    "1","","success","organization.create",,"" 
    "2","","success","organization.create",,"" 
    "3","","success","organization.create",,""