The Import Organizations feature allows users in iiQ Events to import and activate organization data. On the Import Organizations page, you can import a list of organizations from a CSV file into iiQ.
Users with the ‘Manage Organizations and Organization Types’ permission can locate this feature within the left navigation menu under Orgs > Import Organizations.
Each organization must have a unique name; if an organization name matches one already in iiQ, the corresponding organization will be updated.
On this page, you can download a template to upload organizations. The template includes the following fields:
Organization Name*
Organization Type*
Organization Status*
Street
City
State
Zip
Contact Name
Contact Email
Phone
Description
When you are ready to begin your import, drag and drop a CSV file into the import section.
After uploading an import file, users will be directed to a page for mapping fields.
In the right corner, select the Model Matching Strategy where ‘Match by Organization Name’ is automatically selected.
After completing any necessary mapping and configurations, click Continue to Next Step. You will then be directed to a page where you can review the imported data. You can also review which organizations will be created or skipped during the upload.
Users can also search this page for a specific organization to see how it will be processed during the import.
Please revert to the appropriate step if you need to make any changes. Once you are ready to begin the import, click Begin the Import Process.
When it's completed, the import will show Completed—Successful. Selecting Download Results will allow users to select and download the import results file.
Reviewing Imports
You may review any recently completed imports at the bottom of the parts or inventory Importer page.
If you need a detailed report of which organizations were created and skipped, click Show Import Results to open the Import Results page. Alternatively, you can click Download Results to log the import file instead.
Show Import Results and Download Results are available for imports completed in the last 30 days.
You can also stop and resume the import process at any time. To access any pending incomplete import, navigate to the import in question and click Continue.
