Importing Business Unit, Location, Programs, Risk Classifications

You can import new and update existing Business Units, Locations, Programs and Risk Classifications - To do this click on the admin gear wheel and select Import

Then click on the admin hierarchy you would like to import, for example Business Units.

You will then see an list of all the previous completed and in progress imports

Click on Download Import Template, and choose if you are importing New or Updating existing values to download the correct template.

The columns for each import file are outlined below

Import Type	New Import Template	Existing Import Template
Business Unit	Title Parent Business Unit	Title New Title Parent Business Unit
Program	Title Description Parent Program	Title New Title Description Parent Program
Location	Title Description Parent Location	Title New Title Description Parent Location
Risk Classification	Title Definition Impact Parent Colour	Title New Title Parent Definition Impact Colour

For a new import list each of the new values on each row of the import template, for each import the only mandatory field is Title.

For updating existing values add the values onto each row with their current name in the Title column, if you are updating the title of the value (IE renaming an location) then put the new title into the New Title column.

Once you have completed your spreadsheet, save it and click on Upload Data, then select new or existing

Then simply drag the CSV file or click on the Add files button to select the CSV file and click on Start Upload.

The import facility will then create and validate the file.

A page will then be displayed which will list all the records to be imported. It will indicate whether the records are OK or whether there are any errors in the system (please refer to the What to do if there are errors in my import article for how to deal with errors).

If all records are OK, click on Import and the records will be imported.

After a successful import you will get a listing of Imported Records showing the details of the records and the number of successfully imported records.