Import your Org Chart

If you already have organizational data in a spreadsheet or another app, we've got tools to help you import that data to automatically construct your Org Chart. 

Import a CSV

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Reporting information for Org Charts can be batch-uploaded using a CSV. To get started, download our CSV template and follow the instructions. Be sure to pay attention to the “Manager’s Email” column in the template – that’s what Pingboard uses to import each person’s reporting data. You can always find the template and instructions by clicking on the Tools button in the Org Chart and selecting Import Reporting Data from the drop-down menu.

Sync Data

If your company uses Google Apps, Okta, or other tools to store and sort employee information, many services can be synced to instantly import employee data and keep it up-to-date. Visit our Apps & Integrations section to learn more about available data integrations, or click on any option below to learn more:

Still need help? Let us know.

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