Bulk importing organizations

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40 Comments

  • Brett - Community Manager
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    Hi Jake,

    Any chance you could provide a screenshot of how you have this set up in your excel sheet so I can take a look?

    Feel free to omit any personal data in there.

    Thanks!

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  • Jake Nelson
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    Sure thing!!

    Everything works except for the custom_fields portion.

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  • Jake Nelson
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    I figured it out - I was thinking custom_field needed to be included in the cell but actually I was supposed to change the header of the table with the field key and then supply the answer in the cell. Makes sense now.

    Thanks for the quick reply and offering to help.

     

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  • Brett - Community Manager
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    That'll do it Jake!

    Glad you were able to get this working on your end :)

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  • Tamara Tankosić
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    Hi all,

     

    I've bulk imported three organisations (as a tester before I do this to all) and although it worked (yay!) it did not connect automatically to the users I have on the system.

    So basically, I already have the users from these organisations on the system (as they've messaged us before). They are not assigned to an organisation and I did write the domain correctly (e.g. email is abc@companyname.com and I put domain as companyname.com). I even tried putting their email addresses in the domain area with spaces but that also did not solve the problem.

    So I am a bit confused why they are not showing up in the organisation (it says 0 users). However if I try to add them as users it says end user already exists. The same happens if I try to add the user into the organisation as it tells me this organisation already exists so now I have organisations that are just not connected to anything and don't know how to fix. 

    Any help would be appreciated! 

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  • Devan - Community Manager
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    Hello Tamara,

    So users are typically linked to the organization as a result of your matching domain. The ideal workflow is as follows:

    1. Organization gets created with Domain
    2. User gets created with email address domain that matches Organization 
    3. User gains membership to the Organization

    Important distinction:
    However, if the Organization gets created after the user, that user must have the matching domain and validated their user account's email or have created a ticket after the organization was created. 

    If you have any additional questions about how this works I encourage you to take a look at the article Creating, managing, and using organizations 

    -1
  • Tamara Tankosić
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    Hi Devan,

    I found this solution to not be very effective as I cannot expect all our users to validate their account, and I'm adding a lot of organisations right now (as previously only users were added). Therefore I had to delete the organisations.

    Only upon deleting them I realised there is actually a very simple solution which is a drop down list in each user called organisation. There I can pick which organisation they belong to. Would be useful if I was given that advice as it is actually a relatively quick fix in comparison to asking every user I have to validate their account. However, thank you for the advice!

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  • Devan - Community Manager
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    Hello Tamara,

    Sorry, my solution didn't address your issue better. Glad you were able to find a workaround though and please let us know if there is anything else we can help with. 

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  • Rachel Winstrand
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    What is the reason for only being able to update 2000 at a time?

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  • Devan - Community Manager
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    Hello Rachel,

    This is a limit set to protect against abuse mistakes that can take place through errors via automation. Though if you would like to see this changed, I would recommend posting your thoughts in our product feedback forum.

    Best regards. 

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