Import data from TriNet

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

Free accounts can import Org Chart data (Names, Emails, Job Titles, and Managers), while SoloTeam, 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 TriNet

Follow Trinet's instructions to export a CSV Summary from your Trinet instance.

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

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).

Next Steps Import your CSV to Pingboard

Still need help? Let us know.

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