How To Import Data Into A Matrix Org Chart

 

Importing data into your matrix org chart is quick and easy. Simply prepare a file containing a list of names, titles, reporting information, function, teams etc. and import it into your Organization. The result will be an automatically generated and ready to use matrix org chart.

 

  1. Prepare a well structured Excel or CSV file. For details see, Creating an Excel / CRV File For Import.
  2. Go to your Organization's dashboard.

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                           a. Select the Organization in which you wish to build your matrix org chart.

                           b. Click the Bulk Import button.

 

                                            mceclip0.png  The Import Members and Roles screen appears.

        

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                         a. Click the Roster + Chart button.

                         b. In the Import a new chart field, click the down arrow to import a new chart or replace

                             an existing chart.

                         c. Drag & Drop your Excel or CSV file onto the black area.

                                 Note:

                                 If you wish to use a sample file for practice, click the Download a sample CSV   

                                 text link.  

                          d. Click the Next button.

 

                              mceclip0.png  The second Import Members and Roles screen appears (Review).

 

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          a. In the New Chart Type field, select Matrix Org Chart.

          b. In the Matrix Top Function field, click the down arrow to select a Function.

          c. In the Matrix Left Function field, click the down arrow to select a Team.

          d. Click the Next button.

                                   

                        mceclip0.png  The third Import Members and Roles screen appears (Finish) with the data in a table.

 

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                 a. Review and confirm the data.

                 b. When done, click the Finish button.

   

                          mceclip0.png  The new matrix chart appears with a message at the bottom of the screen confirming

                             the number of members imported.

 

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Having trouble? Contact us at Support@organimi.com or ask us about the concierge service.

 

 
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