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Adaptive Insights LLC.

Import or Export Levels for Bulk Updates

Explains how to import levels, or your organizational structure.

Audience: Administrators who manage the model.

Levels are the organizational structures of your business. For example, levels represent departments, profit centers, cost centers, or geographical regions.

Use the template to import bulk updates or new levels.

Before You Begin

  • New to Levels? See Levels Overview and Levels Interface Tour.
  • Required permission: Model Management Access > Organization Structure
  • Additional permissions: Model Management Access > Structure Import to import bulk updates.

How You Get There

Navigation Icon5.png From the nav menu, select Modeling. From the Levels and Dimension menu, select Levels.

Import Options

  • Update: Edits existing elements only. You must export the elements first.
  • Append: Adds new elements and leaves existing ones as-is. You must use the template.
  • Reload Entire Structure: Deletes all existing elements and their data and loads a new structured list. You must use the template.

Reload Entire Structure deletes all the related data.

Add New Levels (Append) or Reload the Entire Structure

First find and complete the template. Then, upload the completed template.

Find the Template

  1. Select Import Structure from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  2. From the pop-up window, select Download template

Download Template Link

  1. Complete the template and save the file to your computer.
  • The first sheet has instructions on how to use the template.
  • The second sheet is the template for you to complete and import. 

Import Completed Template

  1. Return to the appropriate screen, and select Import Structure importAccountStructureIcon.png from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
    • Use Import > Append to add new elements to the hierarchy list. Don't include any existing elements in the spreadsheet.
    • Use Import > Reload Entire Structure to delete your existing elements and replace them with a new structure. This deletes existing elements and their data.
  2. Select Choose File. Browse your files and select the template spreadsheet.
  3. Select Upload

Check the hierarchy list to ensure that they uploaded as you expected.

Bulk Edit Existing Levels (Update)

To import updates, first export the current structure. Then, import the changes.

Do not add any new accounts.

  1. Select Printable View Print View to open the entire structure in Excel.
  2. Update the existing elements and save.
  3. Return to the appropriate screen, and select Import Structure button from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  4. Choose the Update radio button.
  5. Select Choose File. Then browse to select the saved spreadsheet.
  6. Select Upload.

Check the updated hierarchy to make sure it has updated as you expected.

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