Importing or exporting a company hierarchy

Use the Import and Export Company Hierarchy page to import or export your company hierarchy.

Import and Export Company taskbar

Button Description
View Company Hierarchy History View Company Hierarchy History Allow you to view the history of the company hierarchy. See Viewing the company hierarchy history for more information.

Import and Export Company Hierarchy attributes

Attribute Description
Export Company Hierarchy
Export Options

Choose the type of file you want to export. Your options are as follows:

  • Company Hierarchy (Spreadsheet)—Choose this option if you want to edit the existing hierarchy in a spreadsheet and import those changes.

    Note: The Company Hierarchy spreadsheet has an XLS file extension. You can open and edit it using Microsoft® Excel®. The Company Tree file has a TXT file extension, and you can open it with any standard text editor.

  • Company Hierarchy (Text)—Select this option if you want to export a plain text file of the existing company hierarchy to use as a reference.

How to export your company hierarchy

Required Role: Company Manager

  1. Select Administration, select Company and then click Import & Export Company Hierarchy. The Import and Export Company Hierarchy page appears.
  2. Under Export Company Hierarchy, select the type of file you want to export. See Import and Export Company Hierarchy attributes for more information.
  3. Click Export. A dialog appears prompting you to open or save the file. Save the file to a location where you can find it later when needed.