🆕Field Hierarchy Sync
Overview
From the cog menu (
) located next to the Add Country button, Admins can upload a .csv with Field Structure information for bulk site uploading. Admins also have the option to download the current Field Structure hierarchy in the form of a .csv. MangoApps supports full automation of your organizational field structure.
Automate Import (sFTP)
Connect MangoApps to an sFTP server where your field structure file is hosted.
The automation process supports creation, updates, and removal of elements in your field hierarchy, including Countries, Divisions, Regions, Districts, and Stores.
The automation is flexible and supports a variety of structural changes:
Moving stores between districts
Moving districts between regions
Moving regions between divisions
Renaming divisions, regions, and districts
The Country level must already exist under Domain > Locations in MangoApps before using this automation.
Bulk Upload (CSV)
The Bulk Upload of Field Structure feature allows admins to quickly update your entire field structure using a CSV file. This is useful for initial setup or making large-scale changes across multiple sites and fields.
Click the Browse button to upload your CSV file.
The system will fully replace the existing field structure with the structure defined in the uploaded CSV.
To ensure a successful upload, your CSV file must include the following columns in the exact order and format.
Country
Name of the country
Country External ID
Unique identifier for the country
Division
Name of the division
Division External ID
Unique identifier for the division
Region
Name of the region
Region External ID
Unique identifier for the region
Area
Name of the area
Area External ID
Unique identifier for the area
Location
Name of the location
Location External ID
Unique identifier for the location
Do not modify, remove, or reorder the column headers. Any changes to the column names or structure will result in upload failure.
To get started, you can Download Sample CSV to see the correct format.
Before uploading, ensure your CSV includes all current field data. Any field not listed in the CSV will be deleted during the upload process.
Export (CSV)
You can export your current field structure to use as a starting point for edits and re-imports (either via automation or manual upload).
Import/Export User Automation Rules (CSV)
Managing user assignment rules across your field hierarchy is made easy with the Import/Export User Automation Rules feature. This tool allows you to efficiently configure automation rules in bulk using a CSV file or through the UI.
Choose from three methods to manage user automation rules:
Bulk Import: Upload a CSV to create or update multiple automation rules at once.
Bulk Export: Download existing automation rules for review or batch editing.
UI-Based Editing: Manually create or update rules in the interface using the intuitive filter conditions box.
Your CSV file must include the following columns in the exact order listed below:
Site ID
Unique internal identifier for the site
Country External ID
External ID of the country
Division External ID
External ID of the division
Region External ID
External ID of the region
Area External ID
External ID of the area
Site Name
Name of the site
Automation Trigger
The event or condition that triggers the automation
Automation Rule
The rule defining which users should be assigned
Do not change the column headers. Any changes to column names, order, or structure will result in a failed upload.
Last updated