Importing Organizational Units

To import organizational units:

  1. On the Home page, click Application, and then Task Manager.
  2. Click the Organizations tab on the left Organizations tab, and then select Organizational Units.
  3. Click Import Import icon.
  4. On the Import Organization Units dialog box, complete the following information:
    • Click Browse to navigate to the CSV import file.

      Sample Organizational import format:

      Note:

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

      "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, 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 new set of Organizational Units that replace 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.
      • Select a File Delimiter for the import file:
        • Comma
        • Tab
  5. Click Import.