You can also create and modify org. units with the Org Units template in the Import Data feature. It is common practice to use this option when adding or updating multiple org units to a site.
Review the following graphic and corresponding information to learn more about the Org Units import template.
Note
To access the import template, go to Company Admin > Import Data > Import Formats samplesor Travel System Admin > Import Data > Import Formats samples.
lmport templates will include the following at minimum:
- Instructions tab
- A tab to enter the import data
Some import templates will have additional tabs. The instructions tab indicates which fields are required and how to populate them appropriately.
Review the following table to learn more about the fields in this template.
| Field Name | Description |
|---|---|
| Org Unit Name Old | Enter data here to update an existing org unit name. If the org unit you're importing is new, leave this field blank. |
| Org Unit Name New | Enter the new name for an existing org unit here. If importing a new org unit, enter the name here. |
| Error | Leave empty. If the import runs with errors, details will appear in this column. |