Automate The Import Process
Always keep your Chart up-to-date by using Organimi's sFTP automated import system that detects changes in the original data files, and automatically updates your Chart.
- To automate the data export process and have QuickBase send data to a secure FTP folder for Organimi to pick up and monitor for changes, follow these instructions from QuickBase, Automate Table CSV Export To SFTP Location.
- To keep your Chart up-to-date see, How To Import From sFTP And Enable Auto-sync To Automatically Keep Charts Up-to-date.
sFTP is only available for higher-tier plans, not the Personal edition.
For details on editing your Chart see, Editing an Organizational Chart.