Importing departments/companies using a CSV file :

Last updated: 2023-11-13

Source: https://support.freshservice.com/support/solutions/articles/50000009117-importing-departments-companies-using-a-csv-file

In addition to adding departments/companies manually, you could also import all of your existing data from your previous setup or application. All you need to do is export your data into a CSV file as a list and upload it into Freshservice.

Before you begin, please ensure that your file complies with the following requirements:

1\. The file must be in the form of a properly formatted CSV file. Other formats aren’t supported.

2\. The file's first row must contain the field names, such as Department Name and Description in the below format.


Attribute	Type	Mandatory?	Description	Example
Department/ Company name	string	Yes	Name of the Department/Company	HR
Department/Company head	string	No	Head of the Department/Company	abc@freshworks.com
Prime user	string	No	Email address of the prime user of the Department/Company	abc@freshworks.com
Description	string	No	Description of the Department/Company	Human resources
Domains	array of strings	No	Email domains associated with the Department/Company	freshworks.com

Quick guide to importing your Departments/Companies into Freshservice:

Go to Admin> User management > Departments/Companies.

On the next page, click on ‘Select a CSV file.’

On the next page, map the fields in the CSV with the corresponding department/company fields in Freshservice and click Import.

Once done, you will be able to view the new departments/companies in the list by going to Admin> Global Settings > User management > Departments/Companies.