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How to create workspaces and folders in bulk

Updated over 3 weeks ago

Steps

1. Download the template

  1. Go to [Admin settings] → [Workspaces]

  2. Click the [... More] menu and select [Create/add in bulk]

  3. Click [Download] to get the CSV template

2. Edit the template

Fill in the CSV with the workspace and folder details you want to create.

Column

Field

Description

Example

Required

A

Parent ID

Leave blank to create a new workspace. To create folders under an existing workspace, enter the Workspace ID.

Workspace ID

Optional

B

Name 1

Name for the new workspace or folder directly under the Parent ID

Legal Dept Workspace

Required

C–F

Name 2–5

Names for lower-level folders

Contracts, NDAs, etc.

Optional

G

Description

Description for the workspace/folder

For legal documents

Optional

H–O

Permissions

Enter email addresses or user group names to assign roles (Manager, Editor, Poster, Viewer)

taro@example.com, User Group A

Optional

Tips:

  • Use the correct Workspace/Folder ID for Parent ID (find it under Admin settings → Workspaces, and hover over the workspace/folder you want to copy the ID from, click [···], then select [Copy ID])

  • Email addresses and user group names must exactly match registered users/groups

  • Permissions automatically cascade down to subfolders — no need to duplicate entries

3. Upload the CSV file

  1. Go to [Admin settings] → [Workspaces]

  2. Click [... More] → [Create/add in bulk]

  3. Upload your saved CSV file

  4. Click [Import]

  5. Once processing finishes, click [Reload] to confirm that the workspaces/folders were added

💡 Info

  • Max name length: 100 characters

  • Max users per workspace/folder: 1,000

  • Max user groups per workspace/folder: 200

  • Max total number (including all levels): 500 (varies by contract)

  • List each workspace/folder on a separate line

  • When creating multiple new workspaces or folders simultaneously, you cannot input all hierarchy levels on a single line. Separate them in multiple lines.

  • For user groups, you can specify multiple groups by separating them with a comma (,).

    • If a user group name contains a comma (,), enclose the entire user group name in double quotes (").

      • Example: To specify the user group "Sales Dept, Section 1": "Sales Dept, Section 1"

      • Example: To specify two user groups, "Sales Dept, Section 1" and "Sales Dept, Section 2": "Sales Dept, Section 1","Sales Dept, Section 2"

    • If a user group name contains a double quote ("), enclose the entire user group name in two double quotes ("").

      • Example: To specify the user group "Legal Dept": """Legal Dept"""

      • Example: To specify two user groups, "Legal Dept" and "Sales Dept": """Legal Dept""","""Sales Dept"""

Troubleshooting

  • Error: “Parent workspace/folder name is missing.”
    → Confirm that each workspace/folder row includes the correct Parent ID or name.

  • If the import fails, check the [Details] column for specific error messages.


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