SYNC: Organizationnodes
When importing data to Silverbucket it is vital to keep the structure identical to the example datasheet to ensure a flawless import:
- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row in your file is where your data starts to get imported
- Columns need to be in the same exact order as in the examples
- Rows after the default structure's last column are never read / handled when importing
- Never have hidden columns in your data sheets
What data is this integration used for
- Organization nodes
After import you can find the integrated data in the ADMIN view's ORGANIZATIONS page. Organization is a metadata field for people and projects in Silverbucket.
Integration's data fields
Code for the organization
Name of the organization
ParentOrganization's Code
The example file in the screenshot will integrate / create the following:
1) An organization with a code of "FIN" named "Finland"
2) An organization with a code of "HEL-1", named "Helsinki 1" under the parent organization "FIN"
3) An organization with a code of "TAM-1", named "Tampere 1" under the parent organization "FIN"
Rules & basic principles of this integration
- Parent Organizations need to be created before Child Organizations - make sure to run your integration twice if a Parent Organization is located later in the data than its descendant
- Code and name (first two columns) are mandatory
- ParentOrganization is optional
- ParentOrganization is identified with organization's code
- If an organizationNode is already in the system with different code but same name, a new organizationNode will be created
- If an organizationNode is set as passive in the system and an organizationNode with identical information (same code, same name) is brought in the data: nothing happens and the pre-existing orgNode stays as passive in the system
If the data structure was correct, you can see the outcome in Silverbucket right after the upload. Navigate to the ADMIN view and its ORGANIZATIONS tab to check.
organizationNodes_import.csv
70Bytes, Uploaded 2 years ago
organizationNodes_import_exampleRow.csv
95Bytes, Uploaded 2 years ago