Affiliation Registration (CSV Upload)
In this section, we will introduce how to register affiliations using CSV upload.
In SmartFlow, affiliation refers to an organization such as a "department" or "division" in a company.
Table of contents
1.Open the "Affiliation" page.
2.Download the CSV sample
3.Input the CSV file.
4.Upload the CSV file
You can register groups in the following two ways.
Register each item individually.
Batch registration from a CSV file.
In this section, we will show you how to register groups in bulk from a CSV file.
1. Select "Affiliation" in the administration screen.
2.
Download the CSV sample.
Select the CSV sample.
An Excel file will be downloaded, so please create a CSV file by referring to the sample input.
3.
Enter the necessary information according to the downloaded CSV sample.
Name: Affiliation name
Dept Code: Code
Parent Dept: Parent department
Detail: Description
Please enter the following information.
4. CSV Upload
Upload the CSV file you have created.
That's all.
Thank you for reading to the end.
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If you have any questions about the settings, please contact us at support@smartflowhelp.zendesk.com.