Creating An Excel / CSV File For Import


Here's a quick video: 



To import an existing member list to a Roster, the file must be in a CSV format. 

Note: A CSV file is a comma-separated values text file (.csv) created using MS Excel.  The file extension is .csv, can only contain a single sheet and cannot have cell, column, row styling or formulas.


  1. To create a Hierarchical Org Chart, the Excel / CSV file must contain these columns (in any order):

                     .  ID

                     .  First Name

                     .  Last Name

     2. Create a Boss ID column that outlines reporting relationships based on IDs. 

     3. Leave the Boss ID for the topmost role (i.e. CEO) blank.



  • Ensure that the file contains the following columns: ID, First Name, Last Name, and when you use these columns shown above, Organimi automatically creates the org chart structure
  • Ensure that row 1 (the top row) consist of column headings
  • Place the top role (i.e. CEO or President) in row 2 directly below the column headings. Notice that the first cell under the heading Boss ID is intentionally left blank
  • Ensure you include a column for the email address, as this is used as an identifier, and is important if you wish to re-upload the CSV file again to update your roster information (and chart
  • Avoid having blank rows between names.
  • Separate multiple role IDs in the Dottedids column with a colon 


                        mceclip2.png  A sample CSV file with ID and Boss ID columns.



    4. Open your spreadsheet in Excel.

    5. To import custom tag fields, label a column with a heading corresponding to the name of the tag

        fields, e.g. Skills, then in the cells below the column heading, enter the individual skill options

        separated by a colon, e.g. HR:CGA:Leader.



6. When individuals have a dotted line reporting relationship to someone, include a column with the

  heading DottedIDs and enter the associated role id.



   7. Click File > Save As.

   8. Type a file name, then select CSV from the Save as type drop-down.


                              mceclip2.png  Depending on the version of Excel you are using, a message appears: 

                                     "Any formatting in the workbook will be removed", or "Some features may be                                               lost".

    9. Click Continue.


           Note:  Here is a sample csv file that you can download and edit .



Here's a quick video:



Now that you've created your Excel or CSV file, to learn how to Import the CSV file see, Importing An Employee Roster.



Having trouble? Contact us at or ask us about the concierge service.  

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk