Create organizations and facilities via bulk import

During initial setup, your group structure and site list usually already exist as a spreadsheet. Bulk import transfers those records in a single pass — organizations first, then the facilities that belong to them.

Prerequisites

• You are signed in to your team.
• Importing “Organizations” requires the administrator role; importing “Facilities” requires a role with edit permission.
• The owner organizations of the facilities you want to import already exist — so always import the organizations first.

Import organizations

1. In the left menu, select the menu item “Settings”. The “Organizations and Facilities” page loads.
2. In the “Organizations” section, click “Bulk Import” at the top right. The “Bulk Import of Organizations” page opens.
3. In the “Download template” section, use “Download Excel Template” or “Download CSV Template” to obtain the empty template file. The table next to it lists every expected column and its permitted values.
4. Fill in the template. The required fields are entity_name and business_description. Optional fields include legal_form, country, registration_number, nace_code, nace_code_secondary, employee_count, size_classification, parent_entity and ownership_percentage.
5. In the “Upload file” section, click “Import File” and select your completed CSV or Excel file. The application validates the file and creates the organizations it contains.
6. Check the result in the “Organizations” table. Relationships imported via parent_entity and ownership_percentage also appear under “Structure of Legal Entities”.

Import facilities

1. On the same page, click “Bulk import” at the top right of the “Facilities” section. The side dialog “Import facilities in bulk” opens.
2. In the “Upload CSV file” section, use “Download CSV template” to obtain the template with the expected columns, then fill it in.
3. Select the completed file in the mandatory field “CSV file” and click “Upload and validate”. The application checks the file and creates the facilities it contains.
4. Use “Cancel” to close the dialog without importing.

Avoiding and fixing errors

• Stay within the limits: a maximum file size of 10 MB and 1,000 rows per import.
• The primary NACE code is a single level 4 code (for example 62.01); enter several secondary codes as comma-separated values (for example 62.02, 62.09).
• size_classification only accepts the values large, sme, listed_sme and micro. Leave the column empty and the application calculates the size class from the number of employees.
• ownership_percentage expects a value between 0 and 100 and is intended for subsidiaries or subordinate entities only.
• Referenced master data must match the stored names exactly — this applies to parent_entity as well as to the owner organization of a facility.
• If validation rejects rows, correct them in your file and upload it again.

Practical tip

In the import file, enter the parent companies first and the subsidiaries with a filled-in parent_entity field only in the subsequent rows. This allows the group relationships to be resolved directly during the import. Also download the template again each time instead of reusing an older copy — only then do the column order and mandatory fields match the current state of the application.