1. Workcloud Communication PTT Pro Management Portal Customer Administrator Guide
  2. Bulk Load Data
  3. Bulk Add Departments
  • Workcloud Communication PTT Pro Management Portal Customer Administrator Guide
Bulk Add Departments

Bulk Add Departments

The Bulk Load feature lets you load departments from an Excel (.xslx) sheet. The Bulk Load option is under your
PTT Pro Management Login
 and above the
PTT Pro Operational Functions
.
  1. Select
    Bulk Load
     and then select
    Templates
     to display the list of templates.
  2. Download the
    BulkAddDepartments.xslx
     template to your local system and open it to edit.
    Enter the fields in the department .xslx template to create a new department.
    Ensure no spaces, dashes, or () symbols are in any field. Extra fields or symbols will cause the upload to fail.
    Action
    Select add:department. (Required)
    Customer
    Enter the customer ID of the customer where the department is to be created. (Required)
    Department
    Enter a unique department name identifying the department within the enterprise. The name must be made up of letters, numbers, and “.”s, between 3-25 characters long. (Required)
    Parent Department
    If the new department is the child of an existing department, specify the parent department. (Optional)
    Default Country
    Select the default country for this department from drop-down list. This allows for the correct formatting of international phone numbers. (Required)
  3. Save the template file as an .xslx file.
  4. Select
    Bulk Loads
     and then select
    Add
    .
    Drag the updated spreadsheet to the top of the dialog or click Add and select the file.
  5. Drag the .xslx file over the
    Add Bulk Load
     dialog box or select
    Add
     and upload the file from your computer.
  6. Enter a title for the bulk load job and select
    Submit and Run
    .
    The Ignore Dup Errors option prevents the bulk upload from creating a duplicate row in the database.
  7. If errors are found in the file, correct the errors and upload the file again.