Import and export departments

Effortlessly import and export departments for streamlined organization. Optimize data management with ease.

Updated over a week ago

Yeeflow offer the option to import departments via an Excel file. This feature enables you to add or update multiple departments simultaneously, saving you valuable time and effort. Additionally, you have the option to export your current departments to an Excel file for easy access and organization.

Export departments

From the top-right of the departments page, click more settings button, and select “Export” from the pop-up menu list:

The export data pop-up window will show on the right side. The Export History section will list all the previous export records. You can click the "Download" link to download the previous exported data.

Click the "Start export" button to open the export to excel window. By default, the fields that shows in the current department list will be selected, you can choose to select other fields to be exported:

Click the "Export" button to export the latest departments records. The generated file will be named as "Departments". You can download and view the excel file:

Import departments

From the top-right of the departments page, click more settings button, and select “Import” from the pop-up menu list:

Then, from the pop-up window, click the "Start Import" button from top-right:

You can select and upload your local excel file from the next page. Or, you can download a template file with pre-defined header for data preparation:

When prepare the import file, please ensure to include at least the following columns:

  • Name: the department name

  • Code: the unique code of each department

  • Parent department code: the unique code of the parent department.

  • Manager: the manager of each department. This column need to include the email address of the valid Yeeflow user.

If the department is the root node, then just leave the parent department code as empty. Below is an example of the import excel file:

The first 7 records are the existing departments, which we exported before. You can update the name, manager of department type properties as needed. Please make sure do not change the value of Code.

The last 2 records are new departments we want to import. The Finance department is the root node, so the parent department code is empty. The Accounting department is the second level department under the Finance department.

Click Next button to go the the next page.

From this page, choose the mapping fields of the department list. Then click "Next" button.

Enter an Import Name to define this import operation. Click Finish import to confirm the import. It will take some times to complete. You may close/refresh this windows if it takes too long time.

Once import completed successfully, you will see the updates of existing departments, and the new created departments from departments list:

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