Introduction
Required role: Super admin.
You can add a large number of departments at a time via bulk upload to Perform & Engage 365.
You download a CSV template file, populate it with the relevant data, then upload the file into Perform & Engage 365.
Add departments in bulk via file upload
1. Select the cog icon > Bulk Data Upload. The Bulk upload page opens.
2. Select the Department tab.
3. Select the sample file link in the introductory text of the Department section to download the CSV template file.
4. Populate the template file with the relevant information. For more information, see Populate the CSV template file.
5. Go to Upload the populated CSV file.
Populate the CSV template file
Populate the CSV template file with the relevant department data, one department per row.
IMPORTANT
- To ensure the imported department data can be used effectively, you must enter the data precisely.
- If the populated file contains at least one error, the upload will fail and no data will be imported.
- Don't delete any mandatory columns in the CSV file.
- The filename mustn't contain any periods (full stops) in the base. A valid filename would be Upload of department data.csv. An invalid filename would be Upload of department data 05.01.2025.csv.
- Depending on how you edit the CSV file, you might be asked if you want to change the file type on opening or saving the file. Don't change the file type.
The following field is mandatory:
- Department. The name of the department.
Mandatory fields contain sample data. Overwrite this data with live data or remove the rows that contain sample data before import. Any remaining fields are optional.
Once you've populated the file and carefully checked the data is accurate, you can upload the populated CSV file.
Upload the populated CSV file
Follow these steps to upload the populated file.
IMPORTANT
Before uploading the file into Perform & Engage 365, ensure it contains the necessary columns and the expected data.
1. To import the data, select Choose File.
2. Select the populated CSV file.
3. Select Upload.
If the populated file contains one or more errors, the upload will fail and no data will be imported.
Possible errors include the following:
- "Upload failed: Cannot upload an empty file". This message is displayed if the mandatory Department field is removed from the populated file and no other columns exist.
- "Upload failed: Invalid column name: <column name> - Valid column names are [includes, id, department]." This message is displayed if the populated file contains an invalid column name, where <column name> is an invalid column name.
If the populated file contains the correct mandatory columns, the Bulk Upload Department dialog opens. Here, you'll see detailed information about the number of departments in the file, the number of data errors, and the number of departments that will be created. For more information, see Review the data in Perform & Engage 365 before upload.
4. Once you've reviewed the data and you're ready to proceed, select Upload.
If the import is successful, you'll see a success message that shows the number of departments that were created and updated.
5. Check all departments were created successfully via Organization > Departments.
Review the data in Perform & Engage 365 before upload
You can review the data before uploading the populated file to Perform & Engage.
Follow steps 1 to 3 in Upload the populated CSV file. The Bulk Upload Department dialog opens.
When the Bulk Upload Department dialog opens, a pre-import validation process runs and any identified errors in the CSV file are shown automatically.
You'll see the following pre-import information:
- Processed. The number of rows (departments) in the populated CSV file.
- Errors. The number of rows in the file that contain errors. There might be multiple errors for a single row. Cells that contain errors are highlighted. Hover over highlighted cells for more information about the errors.
- To be created. The number of new department rows in the file that contain no errors, which corresponds to the number of departments that would be created if you uploaded this file. Rows that contain errors aren't included in this number.
If the populated file contains at least one error, the upload will fail and no data will be imported. You'll need to resolve the errors in the CSV file before you upload it.
With the Bulk Upload Department dialog open, you can correct the errors in the CSV file, save it, then select Validate to rerun the pre-import checks. Alternatively, you can correct the errors in the CSV file, save it, then return to the Bulk Upload Department dialog another time.
Use the navigation tools at the bottom of the dialog to switch between pages. At the bottom of the screen, you'll also see where you are in the list.
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