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Use the reference tables below to help you correctly format the organization data you want to import via the Organization Data Loader.
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 add, update or delete organizations via the Organization Data Loader, go to Manage Center > Users > Organization Data Loader.
To assign values to custom organization attributes, add the name of the attribute to the end of the heading row, prefixed with OA-. For example, "OA-My Organization Attribute".
Depending on the attribute type, the loader requires attribute values to be formatted as follows:
| Attribute Type | Required Format |
| Free text | Any character or string enclosed in double quotes. Maximum length is 2,000 characters. |
| Text area | Any character or string enclosed in double quotes. Can include HTML markup. Maximum length is 2,000 characters, including any markup. |
| Drop-down | The code of one of the module attribute values defined for the drop-down. |
| Numeric | A number, which can include a decimal point (for example, 48.72). |
| Check box | Y or N. |
| Date | Must be in the format yyyy-MM-dd HH:mm:ss (for example, 2020-08-25 13:00:00 denotes August 25, 2020, 1:00 p.m.). |
Table: Organization Data Loader field reference
| Field | Content | Data Handling | Default |
| Action | Must be A, D, U or AU (for Add, Delete, Update, Add or Update as Appropriate) | None | |
| Org Code | Organization Code | Any text (Max field length: 85 characters) | None |
| Org Desc | Organization Description | Any text (Max field length: 85 characters) | None |
| Parent | The parent hierarchy leading to this level | The organization hierarchy leading up to this level with organization code separated by forward slashes (/). For example, ROOT/level1org/level2org | None |
| Manager Name | Member Edit Privilege - Manager's Name | Y or N | N |
| Manager Email | Member Edit Privilege - Manager's Email | Y or N | N |
| Cost Center | Member Edit Privilege - Cost Center | Y or N | N |
| Location Code | Member Edit Privilege - Location Code | Y or N | N |
| Transcript Review | Transcript Review Access | Inheriting from parents (I) or Review settings (R) | I |
| Reviewer Transcript Access | Level of Reviewer Transcript Access |
One of:
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None |
| DA Transcript Access | Level of Direct Appraiser Transcript Access |
One of:
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None |
| Instructor Transcript Access | Level of Instructor Transcript Access |
One of:
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None |
| Enrollment Policy | Organizational Enrollment Policy | Policy name (Max field length: 85 characters) | None |
| Assessment Template | Organizational Assessment Template | Assessment template name (Max field length: 50 characters) | None |
| Payment Plan | Organizational Payment Plan | Payment plan name (Max field length: 85 characters) | None |
| Token Account | Organizational Token Account | Token account name (Max field length: 200) | None |
| Payment by Invoice | Organizational Payment by Invoice Setting | Y or N | N |
| Approver | Organization's Approver | A unique ID that conforms to the LMS ID constraints (Max field length: 85 characters) | None |
| Welcome Email | Organizational Welcome Email | Email template name (Max field length: 100 characters) | None |
| New Password Email | Organizational New Password Email | Email template name (Max field length: 100 characters) | None |
| Feedback Address | Organizational Feedback Address | Valid email or path (Max field length: 85 characters) | None |
| Logout URL | Organizational Logout URL | Valid path (Max field length: 200 characters) | None |
| Background Image | Organizational Background Image | Image path (Max field length: 255 characters) | None |
| Imprint | Organizational Imprint | Any text | None |
| OA- | User-Defined Organization Attribute (if there are any) | Attribute code prefixed with OA- | None |
Additional Information
