How to Import an Organization?
Screen Path: Entity> Organization
Importing an Organization
To import an organization directly using an excel file, first, we will need to define a client.
In the Client screen click on the New button. The required fields are filled in. Then the Save button is clicked
Now the Organization screen is opened.
The Excel Pattern should be downloaded from the Organization screen through the import tab.
Afterwards, an Excel file will be downloaded. The file will look like this:
In the following file, red fields indicate the mandatory fields that cannot be empty. The client field has to correspond with the client that is created in the system before.
Afterwards, the file is saved and imported into the system using the Import tab on the Organization’s screen.
The edited pattern file is chosen and the organization will be successfully imported.
The following is the imported organization.
Related Issues: Organization
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