Google Workspace Integration - updating your org charts, photo boards, and directories.

Note: If you are importing a chart for the first time, see Set up Google Workspace integration.

Integrate with Google Workspace to import people into your organization and automatically build your org chart.  

Follow the instructions below to update your directories, photo boards, and org charts with the latest information in your Google Workspace database.

1.  From your dashboard, select Integrations.
   
   
   
2.  Click Google Workspace.           

     3. In the field, Select an Organization:

• • • Click the dropdown arrow to choose an organization
    • Click Select      

      4. Click Get Started.

                              

      5. On the Authentication screen, Choose an Account to continue to Organimi Connect, select an email address or click Use another account.

         

6. On the screen, Organimi Connect wants to access your Google Account, click Allow.

         

  7. Do any of the following, click:

• • New Chart Integration to integrate a new chart
  • New Photo Integration to integrate new photos
  • New Roster Integration to integrate a new poster
  • Re-authenticate to switch accounts and set up integrations for a different account
  • Disconnect to delete any Google Workspace chart integration   
  • Toggle the Sync Enabled button to enable or disable automatic chart updates                

Integrate a new chart 

1. Click New Chart Integration.
2. In the Chart Name field, type a name for the chart.
3. Put a checkmark in the Keep chart in sync checkbox to keep your org charts up to date, which means that as Google Workspace is updated, your org chart is also updated. (synch runs every hour).    
4. Click to put a checkmark in the Overwrite Existing Chart checkbox to overwrite charts with the same name.
5. Click Setup.       

 6. Review the Integration Source Overview information.

 7. Review and make changes to the Setup Settings section as required.     

Apply Data Filters

1. Include All is the default that applies filters to all departments, companies, and org units. To make changes, click the Select text link or Edit.
2. Put a checkmark in the required department, companies, and org units checkboxes that you wish to include in the import.
3. Click Apply Filter.

Exclusions

1. Click Edit.           
2. Put a checkmark in checkboxes next to entries you do not wish to import.        
3. Click Next to exit the screen. 

Auto-build Options

Use the auto-build function to customize your integration.

1. Click Edit.           
2. Put a checkmark in the, Automatically detect assistant roles checkbox to detect assistant roles.
3. Put a checkmark in the Auto-insert department roles into chart checkbox.
4. Click Next to exit the screen.             

Fields to be imported

Use this feature to match the fields in your import file to Organimi's fields.

1. Click Edit.          
2. Click Match Data Fields.
3. Check that fields you wish to import appear on the screen.
4. Click the down arrow in each field to include or exclude certain fields.
5. Click Done.
6. Click Next to exit the screen.
7. Click Submit to generate the chart.

•  

The integrated chart appears.

Selective Sync

The synced integrated charts are in sync with the source data which keeps the charts up-to-date.

• The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
• All the other fields can be edited

Related articles

• Google Sheets integration.
• Set up Google Workspace integration.
  
• Sync your org chart to Google Drive.

Having trouble? Contact us at [e-mail].