The RIVO platform enables businesses to bulk upload their existing organization units and user data. This migration process helps organizations efficiently set up their existing organizational structure in RIVO without having to create each unit and user individually.

How to Migrate

• On the Organization Structure page, users will find the Bulk Upload button alongside the existing options for managing organization units and users.

• To start the migration, download the provided Excel template and enter the required organization structure and/or user information.

The template contains the following tabs:

Units' data

Use the Units data tab to migrate organization units. The template allows you to provide details such as the Unit Name, Parent Unit Name, Legal Entity Identifier, BIC, Unit Code, address, country, and Unit Email Channel.

Users' data

Use the Users data tab to migrate users. The template allows you to provide details such as First Name, Last Name, Work Email, Phone Number, Roles, Data Access, Sign Level, and Organization Unit Name.

You can complete the migration based on your organization's requirements:

• Upload organization units and users together
• Upload organization units only
• Upload users only

When migrating both units and users, enter the relevant information in both the Units data and Users data tabs of the same template.

Once the required details are completed, upload the template to RIVO. The system validates the information before processing the migration. If validation errors are identified, update the relevant details in the template and upload it again.

Note: This migration feature is applicable to both corporate and bank entities.