Overview of the Import Organizational Units
The Import Organizational Units tool allows you to import a bulk list of Organizational Units from a predefined Microsoft Excel® file (the Source File). This feature is available in the ProCalX Pro Edition where you can define a hierarchy of child organizational units. Organizational Units are also referred to as “OUs” in this document.
Each run of the import inserts OUs into the selected 'Parent' OU in ProCalX. This can be run multiple times for the specific OU. After the import is completed, you will receive an email with a copy of the import sheet containing any error messages if applicable.
Downloading the Import Organizational Units Template
Once logged into ProCalX, when on the ‘Organizational Units' page there is a ‘+ New’ button on the top left navigation bar.
After selecting, you can click the 'Import Organizational Units' button from the file menu. A modal window will pop up where you can download the 'Organizational Units Import Template'. This will download the latest copy of the PCXOrganizationalUnitsImportTemplate spreadsheet.
Source File Definition
Worksheets and Columns
The Excel® Source File structure is defined in the table below. An Excel Worksheet exists in the Excel file for Organizational Unit. A Template of the Excel® file is available for download on the ‘Import Organizational Units' page. The columns specified in the table below MUST be defined in the source file.
Organizational Units Worksheet
| Column Name | Description | Note |
| Organizational Unit Name | Unique identifier used to distinguish the asset within ProCalX. | Required Field to identify the new Organizational Unit name. |
Running the Import Organizational Units Template
After the update template has been filled out you will open the 'Import Organizational Units’ screen and select ‘Choose File’. This will open a File Explorer where you can select your PCXOrganizationalUnitsImportTemplate sheet. Next you will select the target 'Parent' from the dropdown. This will import the OUs under that specified 'Parent' OU.
After hitting ‘Next’ you will have a screen that confirms the target import file and current Parent OU and you can select ‘Import’ to begin the process.
Reviewing Errors
Once the import is completed, an email will be sent called ‘PCX Mass Import Finished’ with a link to the sheet containing an ‘Errors’ column if any errors occurred during the import process.