Updating or loading organisation hierarchies can be painful. Here are some notes on how to perform an update of an existing organisation hierarchy. The same rules apply for an initial upload.
Navigate to data management and create a data project. Select entities:
- Organisation hierarchy V2
- Operating unit
I like to filter the data export project, so only relevant exports are exported. Once the data project has finished loading, click download and make the required changes.
Update the excel spreadsheet using the exported file. The following columns are required:
HIERARCHYTYPE
The name of the hierarchy
CHILDORGANISATIONPARTYNUMBER and PARENTORGANISATIONPARTYNUMBER
Use the party id / party number from the operating unit export to build your hierarchy. Organisation hierarchy can only have a single parent. Ensure your template only includes one parent per hierarchy.
CHILDORGANISATIONNAME and PARENTORGANISATIONNAME
Use the organisation name from the operating unit export to build your hierarchy.
Remove the remaining columns are they are not required.
Once the file has been updated. Save the Excel file and create a new data project. Select the entity:
ORGANISATION HIERARCHY V2
Ensure the mapping is correct and start the data import.
Start the data project.
Once successful, navigate to the organisation hierarchy and click edit to open the draft. Click the option to continue to edit the current draft hierarchy version. You can review your upload via the Hierarchy viewer and publish when ready. I like to publish organisation hierarchies far in the past as hierarchies cannot be published again on the same date.
That's it for now...
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