Organimi allows you to integrate with G-Suite to import members into your Organization and automatically build your Org Chart(s).
All member information will be imported including their Photo, Name, Email, Department, Manager, Job Title, Job Description, Cost Center, Building & Floor, etc.
There are two (2) ways to integrate your chart with G-Suite:
- From your organization's dashboard
- From your Org Chart
Integrating From The Dashboard
1. From your organization's dashboard, click the INTEGRATIONS tab.
The Integrate with.... screen appears.
2. Click the GET STARTED button.
The Sign in with Google screen appears.
3. Click the Allow button.
The Import Members and Roles screen appears. If you have your G-suite directory organized into "Organizational Units" you will be first given the choice to select which Organization Unit to import.
a. Put a checkmark in the following fields:
. Import member photos (if available)
. Automatically build chart
b. Use the "Apply Exclusions / Remove Data to be imported" to select or de-select specific Departments or apply a set of rules to automatically exclude service accounts, contractors, etc.
c. Click the NEXT button.
4. Read the instructions on the screen.
5. Click the FINISH button to complete the integration.
Note: To have Organimi automatically build your org charts be sure to set the 'Manager's email' field in G-suite. If you don't have this set you can still import the G-suite user profiles and manually build your chart using the G-suite profiles.