Import data from Namely

Pingboard allows you to import data from Namely into Pingboard with an easy CSV import.

Free accounts can import Org Chart data (Names, Emails, Job Titles, and Managers), while Standard and Pro accounts will let you use CSVs to update any Custom Field information in Pingboard, along with Teams and Locations.

 

First, Export Data from Namely

From your Company Page, select Export Data. Choose to export contact data using the top Export Data button.

Depending on the size of the export, it may take a few minutes for the red notification to show up next to the bell icon in the top right portion of the home bar.

Review and download your export, then edit the spreadsheet by removing any columns without data or fields that you don't want to import to Pingboard.

 

Next, import your data into your Pingboard account.

Once you're finished editing your spreadsheet, it's time to import that CSV data into Pingboard. Use Pingboard's Org Chart import tools to import your exported CSV and build your Org Chart.

 

Still need help? Let us know.

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