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

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

First, export data from Gusto

Follow the instructions from Gusto's Help Center to download a report of your employee information. Make sure that your report includes First Name, Last Name, Job Title, and Manager.

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.

Note: CSV stands for "comma-separated values", a specific type of spreadsheet file that you can export or "save as" in most spreadsheet software (like Excel).

Import your CSV to Pingboard

Still need help? Let us know.