Bulk upsert sub-organizations

Last updated: June 1, 2026

You can efficiently create or update multiple sub-organizations at once using the bulk upsert feature. This process requires a designated owner email for each sub-organization.

Prepare your data for import

  1. Create a data file (e.g., CSV) containing the details for each sub-organization you wish to add or update.
  2. Ensure your file includes the following required fields for each sub-organization:
    • Organization Name
    • Address
    • ownerEmail — the email address of the primary contact for the sub-organization.

Import sub-organizations

  1. Access the platform's bulk import functionality for sub-organizations.
  2. Upload your prepared data file.
  3. Review the import summary to check for any errors or discrepancies.
  4. Confirm the import to create or update the sub-organizations in your account.

Need help? Contact Installer.com support.