V7 Google Sheets integration.

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

All information attached to the person will be imported including their photo, name, email address, department, manager, job title, job description, cost center, building ID, floor location, floor section, all Custom Attributes that you have set up in G-suite. (These can be mapped to custom fields in Organimi)

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

Note: Organimi checks for changes in org charts every hour.

1.  From your dashboard, select one of the following options:

• • Data Import
  • Integrations

         

Data Import                            

 Click one of the following:

• • • • Google Sheets
      • +Upload Your File   

 

Integrations   

Select Google Sheets   

2.  Click the dropdown arrow to select your organization.

           

3.  Click Get Started.   

                    

4.  On the 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. Please select a G-Sheet file to import by choosing one of the following:

• • • Search your Google Sheets
    • Paste the URL for a shared Google Google Sheet

               a.  To search for the file, type the name of the file and click Search.

               b.  On the Choose a file to import section, click the radio button next to the file you wish to                           import.

               c.  Click Import.

               

7.  When you have successfully connected to Google Drive this message displays, Successfully                       connected to Google Sheets.                 

                 a.  Click the Change button to integrate from another application.

                 b.  If you wish to add or update people only, click Add or update people only.              

                 c.  Click +Apply Filters to exclude specific users.

                 d.  Click Apply to save changes.

         

               e.  To display more chart options, click Additional Chart Options and put a checkmark in the                         checkbox next to the options you wish to select.

               f.  To automatically keep your chart updated, put a checkmark in the Automatically keep in                          sync when changes are made checkbox. Organimi checks for changes in org charts every                          hour.

                   

  g.  To view fields to be imported, click View Fields to be imported and click the down arrow to                        select fields you wish imported into your chart.

  h.  Click Next.

           

8.  Click Finish.

Your newly created org chart displays.

   

Related articles

• V7 Set up G-Suite integration.
  
• V7 Sync your org chart to Google Drive.
• V7 G-Suite integration - updating your org charts, photo boards, and directories.

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