Departments Import

The departments import allows you to import multiple departments into the system simultaneously. This is particularly useful during initial setup or organizational restructuring.

info

Data import is only available with a paid subscription.

Access

Navigate to General → Data → Imports and select "Departments" as the import type.

Excel Template

The departments import template is very simple:

Required Fields

• Name - The name of the department (required field)

Important Notes

• Check before import whether departments already exist
• Duplicate department names will cause an import error
• The import will be cancelled if duplicates are found

Avoid Duplicates

Format Requirements

• Name: Maximum 100 characters
• No special characters: Avoid special characters like @, #, $ in the department name
• Case sensitivity: Will be maintained as specified in the Excel file

Import Process

1. Download Template

   • Download the departments template
   • The template contains sample data for guidance

2. Enter Data

   • Enter each department name in a separate row

3. Upload File

   • Upload the file

Sample Data

Name
Sales
IT
Human Resources
Marketing
Production
Finance

Error Handling

Common Errors

Error Message	Cause	Solution
"Department already exists"	Duplicate department name	Check existing departments
"Invalid department name"	Special characters or too long	Correct the name

After Import

• Check imported departments under Settings → Company → Departments
• Assign departments to employees
• Configure department-specific settings

Tips

• Import departments before teams and employees
• Use unique, descriptive department names
• Keep department names consistent

Best Practice

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