Google Sheets integration.

Use Organimi Connect to automatically create an org chart in minutes using Google Sheets.

You can keep your org charts up to date, which means that as your Google Sheets are updated, your org chart is also updated.

Please note: If people are removed from the Google Sheets that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.

Organimi checks for changes in org charts every 4 hours to keep the charts up to date. User can manually run the integrations anytime by clicking "Run Integrations" from the settings.

1. From your dashboard, select Integrations.
2. Select the Google Sheets tile. 
3. Click Get Started.                     
4. On the authentication screen, Choose an Account to continue to Organimi Connect, select an email address or click Use another account.         
5. On the screen, Organimi Connect wants to access your Google Account, click Allow. 
6. You can do any of the following, click:

• • New Chart Integration to integrate a new chart
  • New Roster Integration to integrate a new poster. Sync your people roster every 24 hrs
  • Re-authenticate to switch accounts and set up integrations for a different account
  • Disconnect to delete any chart integration to ONLY remove the chart from the integration. The data remains
  • Refresh Logs to view recent chart updates
  • Toggle the Sync Enabled button to enable or disable automatic chart updates
  • Send Notifications for Successful Updates OR Send Notifications for Integration Fails to receive email status updates           

Integrate a new chart

1. On the New Chart Integration screen, select one of the following radio buttons:
   • • Search File
     • Paste URL
2. If you select Search File:
   • • Click on SELECT GOOGLE DRIVE FILE to open the dialog to select the file
     • If you cannot find your file, to contact support, click the text link, Can't find your file? let us help
     • In the Chart Name field, type a name for the chart
     • Put a checkmark in the Keep chart in sync checkbox to keep your org charts up to date, which means that as your Google Sheets are updated, your org chart is also updated
     • Put a checkmark in the Overwrite Existing Chart checkbox if you would  like to overwrite charts with the same name
     • Click Setup                   

             

3. If you select Paste URL:

• • • In the File Public Link field, paste the file's public URL link 
    • If you are having difficulties, contact support by clicking the text link, Can't find your file? let us help
    • In the Chart Name field, type a name for the chart
    • Put a checkmark in the Keep chart in sync checkbox to keep your org charts up to date, which means that as your Google Sheets are updated, your org chart is also updated
    • Put a checkmark in the Overwrite Existing Chart checkbox to overwrite charts with the same name
    • Click Setup     

1. 1.                  

 4. Review the Integration Source Overview.

 5. 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 role 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 into the chart. We have added support for Dotted Reports so match that field to appropriate field, if the secondary reports needs to be included. 
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

• Set up G-Suite integration.
  
• Sync your org chart to Google Drive.
• G-Suite integration - updating your org charts, photo boards, and directories.

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