Bulk Upload Structure
Follow these steps to upload organization structures in bulk.
To upload your organizational structure:
- On the Organizational Structure screen, click Bulk Upload Structure.
- Click the link to download the sample company structure template and save the file on your computer.
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Open the sample file.
The first row in the spreadsheet is the row that determines where your data belongs in the database. Enter the data in the spreadsheet.
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org_level_parent_name: This name must exactly match an existing parent level name in your organizational structure.
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org_level_name: This field contains the name of the division level you are adding. You can have more than one division level with the same name; however, the org_level_name and org_level_parent_name combination must be unique.
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org_level_code: This field contains the code for the level you are adding.
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After you have completed the required fields, save the file on your computer.
Note:
You must save the file in the same CSV format in which you downloaded the file. A TXT or XLS format will not upload correctly to our system.
- Go back to the screen in the system, and click Browse to find the file you just saved.
- Click Submit to upload the organizational structure.