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. Org Chart Imports are 100% self-service and allow you to import new information or update existing data for:
- First Names
- Last Names
- Email Addresses
- Job Titles
- Managers (Direct Reporting Relationships)
For all other information (like Birthdays and Start Dates), use our Full-Service Import method.
Full-Service Imports (Standard & Pro Only)
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").
Still need help? Let us know.