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Use the Organization Data Loader to upload the details for one or more organizations to the LMS in a comma—or semicolon—separated values (CSV) file. When you are working with more than one organization, using the Organization Data Loader is much quicker than entering individual organization details in the Organization Maintenance page.
Administrators can add, update and delete organizations via the Organization Data Loader. To get started, you can download a CSV file template and populate the required fields offline in a spreadsheet application. The LMS provides information to help you fill in the CSV template, such as the expected values for each field. For more information, see Organization Data Loader Field Reference.
An example extract of the first four fields in an Organization CSV file as it would appear in a text editor
Action,Org Code,Org Desc,Parent
A,LON-ACC,Accounts Dept,London Office
When adding a new organization, the mandatory fields are: Action, Org Code, Org Desc, Parent.
To import organization data, your user role must have unrestricted access to the Organization Data Loader feature in System Roles (Manage Features > User Manager Features).
To import organization data and review previous imports, go to Manage Center > Users > Organization Data Loader.
To prepare an organization CSV file for import, you can download a template CSV file from the Organization Data Loader page and populate the fields as required, or you can run report R132 to export one or more organizations to a CSV file and update the field values. The CSV file template you download from the Organization Data Loader page includes any custom organization attributes.
Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).
Additional Information
