Import And Export Of Organization
The import and export functionality for organizational data is essential for managing large volumes of information efficiently. The import feature allows administrators to quickly upload organizational data, such as details about departments, teams, and roles, using CSV files. This capability is particularly useful when setting up a new organization within the platform or when making bulk updates to existing structures. Importing data ensures that all necessary information is accurately captured and reflected in the system, streamlining the setup process and reducing the potential for manual errors.
Exporting organizational data is equally important, offering a way to back up critical information, share it with other systems, or perform in-depth analyses outside the application. By exporting data to a CSV file, organizations can maintain a secure record of their current structure, including all associated details such as employee roles, hierarchical relationships, and contact information. This export functionality supports data portability and helps ensure continuity in case of system changes or migrations. Together, the import and export features provide robust tools for managing organizational data, enabling businesses to maintain accurate records and facilitate smooth operations across their platforms.
How To Import Organizational Data
To import, follow a few simple steps, hover over the "Settings icon in the sidebar and select Organizations"
Click on the ellipsis button beside the "+New" button.
Select "Import".
A window appears with specific instructions. Click on the template excel file link. The template shows you the structure in which you can import the data to Ephanti's application. Enter all your details in the excel file(copy the data from your existing file).
Save the file as .csv file.
Now, come back to the organization page, and click on "Import". Upload the file by clicking on "Upload File" link or, you can drag-and-drop the file.
Click on "Next".
Here you click on the "Validate" button where it checks if you have entered proper data. After it shows there is no error, click on "Import".
All the data will be imported in the contacts section.
How To Export Organizational Data
To export data for future reference,
Click on the ellipsis button beside the New button.
Select "Export".
A window appears with all the fields selected by default.
You can choose which fields you want to export here, and then click on the "Export" button.
The data is now exported in .csv format.