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  4. How to Import Users & Your Organisational Structure
  1. Home
  2. System Functions
  3. User Management
  4. User Import
  5. How to Import Users & Your Organisational Structure

How to Import Users & Your Organisational Structure

OVERVIEW

This article details instructions about how to import/export user and organisational structure.

INSTRUCTIONS

1. Access Organisational Structure

  • Click the ‘cog’ icon on the ribbon at the top of the home page.
  • Go to ‘Administration tab’ 
  • Click on Import/Export Users and Organisational Structure’

 

2. Select Data source

  • You can add a data source from where you want to extract your data. 

  • Select the data source that you would like to use. 

  • API Integration: it is quite straight forward however might need IT support.  

  • Browse for File requires you to upload a spreadsheet that contains your users/organisation information. 
  • Click ‘Browse’ and select the Spreadsheet. 

  • You will be able to see a Data Map page configuration. 

  • Follow and select the appropriate options as described on the page. 

 

3. Preview Import

  • Click Preview Import’ to see if there are any errors from the spreadsheet fields. 
  • If there are, click View Details’ and a spreadsheet will be downloaded to show details of the errors 

  • You can ‘Save & Close’ or continue the Import process by clicking ‘Import’. 

 

 

 

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