Hierarchy Import

Use the Hierarchy Import file to manage the hierarchy structure. With this file, you can add, update, and delete hierarchy nodes.

File opens in a new window Hierarchy Import Template

The Hierarchy Import File Layout table outlines the requirements for entering your data into a Hierarchy Import template. To ensure a successful import, review the considerations outlined below before beginning the import. In addition, be sure to familiarize yourself with the guidelines found in General Import File Tips.

In Hierarchy Import files, the following additional characters are not allowed: [%,‘, “, #, ..=, +, @, (, ), !, *, $ ] in addition to the other restricted characters listed in General Import File Tips.

Create the hierarchy nodes from the top level down, establishing the highest nodes first (for example, Node 1, then Node 2, and so on).
Delete hierarchy nodes from the bottom level up. You cannot delete a hierarchy node that has dependents.
When you delete hierarchy nodes that have objects associated with them (such as accounts, employees, and MCCs), you must first reassign all the objects to a different hierarchy before you delete the node; otherwise, all the objects will be moved to the “Deleted” hierarchy node.
If the duplicate hierarchy ID function is enabled, the hierarchy ID you enter must contain the full path, starting from the root and separating each of the nodes with a backslash (\). For example, the hierarchy of Root > Chicago > JPMC > Finance would be entered as Root\Chicago\JPMC\Finance

Hierarchy Import File Layout
Column	Name	Description	Required	Valid Codes
A	Hierarchy Type	Name of the current hierarchy	Yes	Must be: Alphanumeric 20 characters max Valid values are: OrgHierarchy (name found on the Manage Hierarchy screen)
B	Hierarchy ID	Name of the hierarchy node	Yes	Must be: Alphanumeric 20 characters max for organizations that do not use the duplicate hierarchy ID function 508 characters max for organizations that use the duplicate hierarchy ID function
C	Description	A description of the Hierarchy ID	Yes	Must be: Alphanumeric 30 characters max
D	Parent Hierarchy ID	The hierarchy ID immediately above the node that is being edited. The default value for this field is “Root.” If you change the name of the Root level, enter the new name in this field. If your organization uses duplicate hierarchy IDs, this value is already included in the Hierarchy ID field.	Yes, if the duplicate hierarchy ID function is not enabled	Must be: Alphanumeric 20 characters max
E	Add/Update/Delete Flag	Indicates whether the record is for creating, updating, or deleting hierarchy nodes.	Yes	Valid values are: Add: for new rows containing data Update: for existing rows to be updated Delete: for rows to be removed
F	Blank Override	Specifies whether or not to replace existing values with null values when import file columns are blank. Blank Override is only used where Add/Update/Delete Flag is set to “Update” Best Practice: Set Blank Override to 0.	Yes	Valid values are: 0: Retain the existing value if the column is left blank. When adding multiple account numbers, set this field to 0. 1: Overwrite the existing value with a null value if the column is left blank.