Create a CSV file for import.

With Organimi, importing data into your org chart or talent pool (roster) is quick and easy. Simply prepare a well-structured CSV file or Excel spreadsheet containing a list of names, titles, reporting information, function, etc., and import it into your organization. 

1. Open an Excel spreadsheet.
2. To create a Hierarchical Org Chart, the file must contain these columns (in any order):

   • • ID

     • First Name

     • Last Name

3. Create a Boss ID column that outlines reporting relationships based on IDs. Leave the Boss ID for the topmost role (e.g. CEO) blank.

4. This is a sample CSV file with ID and Boss ID columns. Notice that the first cell under the heading Boss ID is intentionally left blank.       

5. Ensure that row 1 (the top row) consists of column headings.
6. Place the top role (i.e. CEO or President) in row 2 directly below the column headings. 
7. Ensure you include a column for the email address, as Organimi uses it as an identifier, and it is important if you wish to re-upload the CSV file again to update your Talent Pool information and chart.
8. Do not leave blank rows between names.
9. When individuals have a dotted line reporting relationship to someone, include a column with the heading DottedIDs and type the associated role id.
10. Separate multiple role IDs in the Dottedids column with a colon.   

11.  Click File > Save As.

12.  Type a file name, then select CSV from the Save as type drop-down.

           Note:  Here is a Sample CSV File that you can download and edit.

Now that you've created your CSV file, to learn how to import the file into Organimi, see Import a CSV file into Organimi.

Related articles:

• Import a CSV file into Organimi.
• Create public and private custom fields.
• Add custom fields to an Excel spreadsheet or CSV file.

Having trouble? Contact us at [e-mail]