Pingboard allows you to import data from Justworks 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 Justworks

From your Justworks dashboard, click on Reports in the left-hand navigation under Company. Then, from your list of available reports, click on Company Census in the HR section.  You can learn more about the Justworks census report and how it works here.

By default, all fields are checked.  To simplify your export from Justworks, select only Name, Email address(es), Title and Manager in the Fields to include section.  If you have a Pingboard Standard or Pro account, you can also check other items to map to your Custom Fields in Pingboard; some useful ones are Department and Office.

Click Download Report to kick off the CSV generation process, then Download once your report has been generated. Open your exported CSV on your computer, 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.