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Eptura Knowledge Center

Org Unit Hierarchy Initial Upload

Level: Client IT / System Administrator / Serraview Implementation Team



Check with your System Administrator before creating an import as there could be an existing SFTP setup for the Org Unit Import!


The data requirements are listed in Requirements for Org Unit Hierarchy Data.


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.

Validate the Org Unit Hierarchy data

After the data has been uploaded you will need to check the data, refer to Validate Org Unit Hierarchy Data.