Introduction

The Organizations page contains an import feature to allow you to manage organizations and departments in quick, bulk actions.


The import feature allows you take the following actions:

  • Create a new Organization
  • Create a new Department for an existing Organization
  • Edit the information of an existing Organization/Department
  • Toggle the active status on existing Organizations/Departments



User Import File Specifications

The bulk user import process uses a CSV file with the following fields and requirements:

  • Organization
  • Department
  • Description
    • 500 character max
  • Active
    • Y = yes/active
    • N = no/inactive
  • AddressLine1
  • AddressLine2
  • Country
  • City
  • State
    • State should use the abbreviated form of the state name ("AZ" for Arizona)
  • Zipcode
  • Phone1
    • Phone number must be a complete 10 digit number to be added/edited
  • Phone2
    • Phone number must be a complete 10 digit number to be added/edited
  • Email
    • Email must be in a valid email format (address@domain.domain)
  • Website


* Organization and Description are the only required values. Department is also required if wanting to create/edit a department.



Please note the following requirements for the import file:

  • The user import file requires the headers given above for any situation, in the same format and in the order listed
  • In order to add Departments to an Organization, the Organization must exist before the first department can be added. You must either 1) ensure that the first record before a department add is a record to create the Organization, or 2) manually create the Organization within the application.
  • If an exact match is found for an existing Organization, your import will make edits to the existing Organization, including whether it is active/inactive
  • If an exact match is found for an existing Department, your import will make edits to the existing Department, including whether it is active/inactive
  • If an exact match is not found for an existing Organization, your import will create a new Organization
  • If an exact match is found for an existing Organization but not for an existing Department, your import will create a new Department under the existing Organization
  • If any of the following fields includes commas in their value, you will need to wrap the value in quotations (" ") to retain the CSV format

    • Description

    • Address Line 1
    • Address Line 2



Using the Import Feature

This section will walk you through the import process. The import feature will validate your file and alert you to any errors before you decide to commit to the changes.


  • In the Organizations page, click on the Import Org/Dept button.
  • The Organization/Dept Import modal will appear, where you must select a CSV file to import.
  • After selecting a file, the import process will begin validating the file before taking action. The results of the validation will appear within the modal:
    • Number of records to be added (new organizations/departments)
    • Number of records to be updated (existing organizations/departments)
    • Number of records with error
      • if errors are found, a list will be generated to quickly identify the issue and what row it is found in the import file



  • If you wish to export a CSV file of the records with errors, click on Export Error Results
  • If you have no errors and you are ready to commit the changes, click Submit. If you have errors, you can still Submit to commit all records ready to add or update, but errors won't be included in the commit.


Related Articles

Organizations: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783086-organizations