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Importing departments

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You can import departments by importing a .csv file.

The file must contain the following columns:

  • Department name
  • Department description
  • Parent path

Do not provide a value in the Parent path column for the top-level department. Use an exclamation point to denote a subdepartment. You can also download a template in .csv format, which contains these columns, that you can use to import departments.

    Perform the following actions to download a template:

  1. In the application header, click Users.

  2. On the Departments tab, click Actions Import CSV .

  3. To download a template that you can modify, click Download Template.

  4. Perform the following actions to to import a .csv file.

  5. In the application header, click Users.

  6. On the Departments tab, click Actions Import CSV .

  7. Select the .csv file that you want to import.

  8. Click Import.

  • Adding departments

    You can add multiple top-level departments and subdepartments, either manually or by using a .csv file to import departments in bulk.

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