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Importing departments

Suggest edit Updated on October 7, 2021

Populate the list of departments quickly and conveniently by importing a .csv file.

Before you begin: Ensure that the file contains the following columns:Department nameDepartment descriptionParent pathNote: Do not provide a value in the Parent path column for the top-level department. Use an exclamation point to denote a subdepartment. You can also download a template in .csv format, which contains these columns, that you can use to import departments.
  1. In the navigation pane of Pega Robot Manager, click OrganizationDepartments.
  2. Click ActionsImport departments.
  3. Optional: To download a template that you can modify, in the Import departments window, click Download Template.
  4. In the Import departments window, click Choose file to select from your directory the .csv file with department data.
  5. Click Import.
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