Bulk Upload Structure

Follow these steps to upload organization structures in bulk.

To upload your organizational structure:

  1. On the Organizational Structure screen, click Bulk Upload Structure.
  2. Click the link to download the sample company structure template and save the file on your computer.
  3. 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.

    • org_level_parent_name: This name must exactly match an existing parent level name in your organizational structure.

    • 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.

    • org_level_code: This field contains the code for the level you are adding.

  4. 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.

  5. Go back to the screen in the system, and click Browse to find the file you just saved.
  6. Click Submit to upload the organizational structure.