Import OrgUnits
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Learn how to prepare a CSV file for mass import of OrgUnits into DHIS2.
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Learn best practices in creating OrgUnits.
Creating and uploading a config sheet saves time when creating many OrgUnits. To
prepare the config sheet, you must first create the top level OrgUnit in the
system. You must to this to have a root UID from which to relate all others.
Then you must find unused UIDs to assign to all lower levels of the
organizational hierarchy. In the following exercise, you will have the
opportunity to practice searching and assigning unique IDs to appropriate levels
of the organizational hierarchy, and preparing a CSV document for mass import of
OrgUnits into DHIS2.
Assignment walkthrough video - Import OrgUnits
In the Excel document provided, fill in all your OrgUnits, to be able to mass import into DHIS2
If you have not downloaded the DHIS2 Curriculum Workbook yet, you can download it here.
Step 1: Create your root OrgUnit
- In your instance, make sure you have created the root (Top level) OrgUnit already. When in the 'Organisation Unit' app, left click on the OrgUnit and select 'Show details' to find it's UID, which you will include into your Excel Config sheet.
Step 2: Prepare the Config sheet
a. Follow the format shown in the worksheet below
b. To find unused UIDs, follow this link: Https://dev.logicaloutcomes.net/api/system/id?limit=1 (Change 1 at the end of the link to the total number of OrgUnits)
Step 3: Export the completed Config sheet as a CSV file
Step 4: Upload to DHIS2
a. Go to the 'Import / Export' app
b. Click 'Meta-Data Import'
c. You will see this box;
d. Choose your OrgUnit config file
e. Select the following form the drop down menus:
Format: CSV
Object Type: Organisation Unit
Dry Run: Yes
Strategy: New and Updates
Step 5: After a dry run, check the 'Import Summary' link - if everything has worked, repeat step 4, selecting 'No' from the 'Dry run' dropdown.
Please use the provided Excel document titled, "Template OrgUnit".
Save your work and copy your finished document into the Collaboration Space in this notebook.
Notes:
- All UIDs given in the example tables exist in your DHIS2 Database
EXAMPLE:
| Closed date | Comment | Feature type | Coordinates | URL | Contact person | Address | Phone number | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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