Importing Departments from an Excel File

You can add departments in bulk by importing an XLSX file. As a result of the import, new departments will be added to existing ones.

To add departments in bulk with an XLSX file:

1. Open the Users section. Select the Departments tab and click Import.
   
   
   
   
2. In the Import Departments window, download a sample XLSX file to your computer. 
   
   
   
   

3. Add information about departments into the template.
   
   In the template, there are three fields:

   Title	Description
   Department name	A required field.
   Department code	An optional field.
   Parent department code	A required field.

   

   You can easily find the pre-established parent department in your account; its department code is zero. This department's name and code can be changed. You can create the rest of the company's departments in the import file.

   Keep the file structure intact to make sure the import will successfully go through.
   
   
   
   

   The Department code field is required when importing users.

   
   

4. Then go back to the Import Departments window and click Browse...
   
   
   
   
5. Locate the file on your computer and click Open.
   
   
   
   
6. Finally, click Import.
   
   
   
   
7. The importing process is completed. In the Import Results window, you can copy the import statistics and click Done.
   
   
   
   
8. Departments from the Excel file are now added to the list.