Adding Custom Field Data To A CSV/Excel File

 

In this article, we will show you how to add custom field data to a CSV file or Excel spreadsheet.

This article contains the following sections:

 

Adding New Columns 

  1. Open the CSV file or Excel spreadsheet.
  2. Add custom field names to the file as new columns.
  3. Name column headings using the same name as the corresponding custom field name. 
  4. Fill in the appropriate information in the new custom field data column for each person.
  5. If you wish to import Skills data, to import/display a list of skills, use the Field Type tag when prompted. 
  6. In each cell of the Skills column, if there is more than one skill, separate each skill by a colon.


 

  7. Save and close the CSV/Excel file.

  8. To learn how to save a file in a CSV file format see, Creating An Excel / CSV File For Import.

 

Uploading A CSV/Excel File With Custom Fields 

  1. Open the org chart in which you wish to upload custom fields.
  2. Click the Roster button. mceclip0.png

 

                         mceclip2.png  The Organization Roster appears.

 

           mceclip2.png

 

       3. Click the Bulk Import button to upload a CSV / Excel file with additional columns.

 

    Note:

  • Organimi automatically detects the additional column information and offers to add them as custom fields
  • This saves the step of creating a new custom field, as it happens automatically through the Bulk Import process, for details see, Importing A CSV/Excel File With Custom Fields.
  • Custom fields will display in your Roster and org chart when you use the Chart Formatting (A) feature to display custom fields on your chart

 

 

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

 

 

 
 
 
 
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