Import Department Hierarchy Data

Eptura - Directory

Your Administrator can upload the department hierarchy into the directory.

Step 1. Open the Import department data panel

1. From the Home screen, click the Directory tool and the Directory screen displays.
2. Click the Settings icon and the Module settings screen displays.
3. Click the New department drop-down.

4. Click the Import department data button and the Import department data panel displays.

Step 2. Download and prepare the file

1. Click the Sample_departments.xlsx button and the file is downloaded.
2. Navigate to the downloads folder and open the file.
3. Complete the data in the spreadsheet and the Data Requirements and Business Rules for the standard fields are listed below.

Step 3. Upload your file

1. In the Upload your file area, either: drag and drop the file onto the area OR click the Browse file link to browse to the file and select it. Then the file uploads.

2. Click the Review your data button.

3. Click the Complete import button. The file import starts and you will see a notification with the message "Upload Completed and (number) departments created successfully.

Data Requirements and Business Rules

This table lists the standard fields and the business rules.