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Bulk importing organisations

Gav Willis avatar
Written by Gav Willis
Updated over 3 years ago

You can use PICSWeb Imports to create multiple organisation records from an import file.

First, take a look at the Organisation Import Specification to find out how to create a valid file to import.

Once you have the file ready to go, go to Imports from the side menu and select Actions > Upload.

In the upload file window, choose Organisation from the Import Type drop-down menu, upload your file and select Upload.

The import will then take place. Once it has been completed, you will be shown a message indicating how many new organisations were created.

The new organisations will be given a custom Tag indicating the date and time of the import, allowing you to filter the Organisation List to find them.

Keywords: Bulk upload organisations, organisation batch import

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