Save time creating your org chart by using a file containing an existing list of names, titles, reporting information, etc.
- Before you start importing, create an Excel or CSV file. For details see, Creating An Excel/CSV File For Import.
Here's a quick video:
2. From your organization's dashboard, click the BULK IMPORT button.
The Import Members and Roles screen appears.
a. Click the List of People (Roster) button.
b. Drag and Drop the Excel/CSV file into the grey box or click the gray tile to select the file
from your computer.
c. Click the Next button.
The Review Members and Roles screen appears.
a. Review and select all Column names that match the corresponding field data names.
b. Click the Next button.
The Finish Members and Roles screen appears.
3. Review the data to be imported.
4. Click the Finish button.
Your organization's roster appears.
5. Go to, Building Your Org Chart.