OVERVIEW
This article details instructions about how to import/export user and organisational structure.
INSTRUCTIONS
1. Access Organisational Structure
- Click the ‘cog’ icon on the ribbon at the top of the home page.
- Go to ‘System Administration’
- Click on ‘Import/Export Users and Organisational Structure’
2. Select Data source
- You can add a data source from where you want to extract your data.
- Select the data source that you would like to use.
- API Integration: it is quite straight forward however might need IT support.
- Browse for File requires you to upload a spreadsheet that contains your users/organisation information.
- Click ‘Browse’ and select the Spreadsheet.
- You will be able to see a Data Map page configuration.
- Follow and select the appropriate options as described on the page.
3. Preview Import
- Click ‘Preview Import’ to see if there are any errors from the spreadsheet fields.
- If there are, click ‘View Details’ and a spreadsheet will be downloaded to show details of the errors.
- You can ‘Save & Close’ or continue the Import process by clicking ‘Import’.
