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Importing departments

Updated on January 31, 2022

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 ActionsImport 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 ActionsImport CSV.
  7. Select the .csv file that you want to import.
  8. Click Import.

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