Import employee data with a CSV

Admins can upload profile information for people in their company quickly with CSV imports. You can use a CSV to update any Custom Field information in Pingboard, along with Teams and Locations.

Org Chart Imports

If you want to use CSV to import or make changes to your Org Chart, use the Import Reporting Data option under the Tools menu on your Org Chart page, where you can import Names, Email addresses, Job Titles, and Direct Report relationships. It's self-serve, instant, and can either be used to import new information or overwrite existing info on your Org Chart.

 

Full-Service Imports

If you want to update more than just your Org Chart, fill out your CSV according to our template to add information for fields, Locations, Teams, and whatever else you need to update in Pingboard. Once you've got a completed CSV, you can import it from the Sync & Import tab of the Employees page. These larger imports can take up to a business day to complete while they go through our systematic QA process to make sure there are no data or formatting errors before the import is complete.

By default, CSV imports only populate data to empty fields and will not overwrite existing data in Pingboard. To overwrite data with information in a CSV import, include the word "overwrite" in the column header for that field (for example, to overwrite Job Titles, your column header in the CSV should read "Job Title Overwrite").

 

Note Teams and Locations will automatically be created in Pingboard based on Teams and Locations listed in your CSV import, but keep in mind that Custom Fields will need to exist in Pingboard before they can be updated with a CSV. For instance, if you're trying to add data for your Employees' "Favorite Candy", you'll need to create that Custom Field in Pingboard before you can include data for a "Favorite Candy" field in a CSV import. 

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