Capability

The Department Hierarchy Import will INSERT and UPDATE Department records. When an existing Department Hierarchy record is included in the Import File, and no changes are present, that line of the file will be skipped.

Matches On

The Department Hierarchy matches on the Code field.

Fields

Code

Required

Datatype is Hierarchical String.

The Import Process CANNOT UPDATE the Code.

Billing Group

Required

Datatype is String.

Name

Datatype is String.

Directory

Datatype is Boolean.

Default value = False [0].

Permitted Values are 1, True, or Yes and set the Flag to True [1].

All other values enter as False [0].

Taxable

Datatype is Boolean.

Default value = False [0].

Permitted Values are 1, True, or Yes and set the Flag to True [1].

All other values enter as False [0].

Status

Datatype is Boolean.

Default value is Active [1].

Permitted Values are 1, True, Yes, or Active and set the Flag to Active[1].

All other values enter as Inactive.

Permitted GLA

Datatype is Hierarchical String.

Default value is blank.

The Permitted GLA values are GLAs that are appended to the list of GLA Permissions. Values can include NONE which removes all entries in the list and adds the 'Permit None' record or ALL which removes all entries in the list. Adding any GLA to the list removes the Permit None record. If you want to add several Permitted GLAs, they must each be on a separate line of the Import File.

Coordinator

Datatype is String.

Default value is blank.

Value must be a Customer Number of a Contact that has the Coordinator Contact Type.

Flags

APPEND_PERMITTED_GLA

By default, the first time a Department Hierarchy is encountered in an Import File and a Permitted GLA is provided, the Permitted GLA list is cleared. Then, the provided value is added. After the first occurrence, the values are appended. If you want to append to the existing list without clearing it, the APPEND_PERMITTED_GLA flag should be set to True.

CLEAR_COORDINATORS

Datatype is String

Default: Flag is unset.

By default, the first time a Department Hierarchy is encountered in an Import file and a Coordinator is provided, the Coordinator list is cleared. Then, the provided value is added. After the first occurrence, the values are appended. If you want to append without clearing the list, you can set this flag to False. If you want to just clear the Coordinator list with or without providing a new value, you can set this flag to True.

Errors

When an Import Line fails, it is usually because the Line falls into one of the following categories:

The value provided from another table was not found or multiple matches found within the Database
A blank value was provided, for a field with a required value
The System was unable to save the record

UDF Associations

User Defined Fields on any given Import are all handled the same way with Conditional Logic. For more information about adding a UDF to the Import, see the (2022.1) User Defined Fields section of the Imports main page.

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