Importing your organization

If you have a larger organization you can make an import to save time.



Topics in this article

What you need to know about Unit permissions

How to import Units

 

What you need to know about Unit permissions

  • Only Users with permissions can import Units

  • Users with permissions can import Units below their own Unit in your organization. 

Organisation-Middle

How to import Units

Go to the Unit list in contacts and select "Import".



We recommend that you download the Example Excel file for your import. 



The following fields are mandatory when importing your Users:

  1. Name
  2. Parent: It is important that the name is identical to the name in Ziik.