Organizations

CSV file specifications

• The first row is a “header” instructed at CSV file format.
• Header has no space
• CSV file header and values are case sensitive.

 

CSV file format

OrganizationID	ID that uniquely identifies the organization
Name	Name of the organization (name displayed on the web console)
ParentID	ID of the parent organization
OrderingNumber	Order in which the parent organization is displayed

 

CSV file sample

OrganizationID,Name,ParentID,OrderingNumber
01child1,Child1,01Parent1,0
01grandchild1,Grandchild1,01child1,0
01Parent1,Parent1,,0
02Child2,Child2,02Parent1,0
02Parent1,Parent2,,1

 

This CSV file will create below organization structure.

 

Upload CSV file

Step

1. Go to CONFIG -> Tree -> click Import icon

 

2. Put CSV file to “CLICK HERE OR DROP CSV FILE HERE” area, or click this area to open file selection screen. 

3. Press Save

 

4. Click OK at below message

 

5. System shows a new job at the import history table as status=PENDING.  After a few seconds, press refresh button on your browser.

 

6. After refresh, Status is changed to SUCCESS, and ID number is changed to hyperlink.  To check import result, click hyperlink to download import result CSV file.

 

History of Import CSV

To check import history, please see import history list at Import screen (please scroll down).

(1) Click “ID” value to download “Import result” CSV file. This is the same file at step 5.

(2) Selectable item numbers per page … 20, 5.x and 100 items.

(3) Move to other page if history has multiple pages

(4) Delete Import result.  Please tick the left side of the item you want to delete in the list/