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How to Import New Departments
Updated over 9 months ago

In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.


Steps:

  1. Navigate to Settings → Import Data

  2. Click Download Template next to Departments

  3. Fill out the required columns and save the file.

  4. On the Import Data page, click Import CSV File next to Departments

  5. Select Browse & Upload CSV

  6. Locate the saved CSV file

  7. Select Import

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!

Additional Information:

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