Yeeflow provides file importing to add or update your organization chart and location.

It offers:

Before you start

Before you start an import, you may

Learn how to set up your import file to confirm you meet the requirements for your import type.

 

Import Organization to create or update

Go to User Management , then click +New User, select Import Users.

  1. Click START AN IMPORT
  2. Select type - Select Organization you would like to import and then click Next.
  3. Upload File  -
    • (Optional) Download a template with heads only. A pop-up windows will be open, after selecting the fields/header and click OK to download. You will see these headers listed then. E.g. The field/column in red means it's a mandatory field in this list; the drop-down list will be listed in that downloaded file. mceclip0.png
    • Choose a file to upload, then click Next.

  4. Select Fields, During the import process, Yeeflow will match the columns in your file to your selected object type's properties based on the [header name] and  [ list field name]. Otherwise, you can manually map your column headers to list fields. Ensure that the data in the rows match up to the correct header (e.g. rows with email data should have data in columns that map to user, and rows with department id data should have data in columns that map to department properties).
    • Organization ID is mandatory to have and it's unique in your organization. Importing to update will be based on the existed organization ID. 
    • Organization Name is mandatory to have.
    • Parent Organization ID should be have if you are intending to address it as an sub-organization.
    • Manger (optional) should be addressed with active user's email address. 
    • If any columns do not match an existing list field, click the corresponding drop-down menu. You can a) Select an existing list field to map the column to; or b) Select Don't import column to skip importing this column from your spreadsheet.
    • If you're not intending to import any data in the unmatched columns, you can select the Don't import data in unmatched columns checkbox to skip these columns.Once all columns are mapped or you've opted not to import data in the unmatched columns, click Next.
      mceclip0.png

  5.  Confirm the import -
    • Enter an Import Name to define this export log; 
    • 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. 
      mceclip1.png
  6. Check imports logs -you will be directly to the import page again. Or click Import again at any time if you would like to check.
    • Click the action button at right of each log, you can Download the imported file or Download error file (if has). 

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Import Location to create or update

Go to User Management , then click +New User, select Import Users.

  1. Click START AN IMPORT
  2. Select type - Select Location you would like to import and then click Next.
  3. Upload File  - 
    • (Optional) Download a template with heads only. A pop-up windows will be open, after selecting the fields/header and click OK to download. You will see these headers listed then. 
      mceclip3.png
    • Choose a file to upload, then click Next.
  4. Select Fields- During the import process, Yeeflow will match the columns in your file to your selected object type's properties based on the [header name] and  [ list field name]. Otherwise, you can manually map your column headers to list fields. Ensure that the data in the rows match up to the correct header (e.g. rows with email data should have data in columns that map to user, and rows with location id data should have data in columns that map to location properties).
    • Location ID is mandatory to have and it's unique in your organization. Importing to update will be based on the existed location ID. 
    • Location Name is mandatory to have.
    • Principal (optional) should be addressed with active user's email address. mceclip4.png
  5.  Confirm the import data -
    • Enter an Import Name to define this export log; 
    • 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. 
  6. Check imports logs -you will be directly to the import page again. Or click Import again at any time if you would like to check.
    • Click the action button at right of each log, you can Download the imported file or Download error file (if has). 

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