Importing/updating hierarchies

import data CSV, bulk import, import hierarchies, organizational units, TAO Portal

The CSV Import feature provides premade templates for the most commonly used import options. This topic provides a sample of a CSV import for organizational units (in the organization hierarchy, if enabled) and information on each entity in the corresponding template.

For more information on hierarchies and organizational units, see Organization management.

For more information on creating a CSV file, see Importing rostering data using a CSV file.

If this feature is enabled, assigning an organizational unit to a user or group is mandatory.

1. In the Bulk import data window, select Download CSV templates.

2. In your downloads, open organizations.csv.

3. In the CSV file, populate each field with your information according to the entities defined in each column (in the top row of the template table).

Sample CVS file for importing hierarchies (or organizational units):

hierarchy_organizationId,hierarchy_organizationName,hierarchy_organizationDescription,hierarchy_parentOrganizationId
MyOrganizationID,My Organization Name, My Organization description,root

The top line (or row) designates the entities for which you will enter values in the corresponding fields.

Entities

Mandatory

• hierarchy_organizationId

  • An ID for the organizational unit.

  • This ID is used in the other CSV files to assign a user or a group to the given organizational unit.

  • If you do not provide a custom ID, one will be created automatically by the system.

  • The ID cannot be edited after the OU is created.

• hierarchy_organizationName

  • The name used to identify the session in TAO Portal.

• hierarchy_parentOrganizationId

  • The parent/level under in which the organizational unit is assigned.

  • An OU can have only one parent OU.

  • The OU can be added under a specific parent OU, as long as it does not add more levels than defined during initial static import. The maximum number of parent levels allowed is 15.

It is not permitted to define more than one root (OU without parent OU).

Available

• hierarchy_organizationDescription

  • A description of the organizational unit.

Updating an organizational unit

1. You can update organizationName and organizationDescription when updating a session via CSV import.

2. If a value in a column is left blank, the corresponding value is removed (if it is not mandatory, otherwise it will trigger an error).

3. If a value in a column has a new value, it will replace the previous value.

4. If the column is removed, the existing value will be kept.