The Org Unit Import is used for the initial upload.
Methods of transfer
For some clients, their org unit hierarchy has a consistent update process due to the fluidity or sheer size of their organization. For others, it may remain relatively static, changing once or twice a year alongside the budgeting process managed by their Finance department.
For an org unit hierarchy in constant flux, we recommend you update it using a daily or weekly using SFTP.
For an org unit hierarchy with minimal changes a few times a year, we recommend you send the new org unit hierarchy import file using the File Upload tool for the Serraview Support team to import the file manually, refer to File Upload.
