When you import a CSV spreadsheet to Pingboard, you have full control over how your employee data is imported. Just a few settings will make your CSV spreadsheet import a breeze.
1. Choose the changes you’d like to make in your Pingboard Account
The two options selected by default are usually the settings you’ll want to have selected when importing new data. For other scenarios, check out our full CSV import guide.
2. Tell Pingboard which column of your CSV it should use to match employees in your spreadsheet to their existing Pingboard profiles.
You can use employee Name, Email, Pingboard User ID or a Custom Field. This field just needs to be unique so that Pingboard can automatically match an existing employee profile.
3. Match Fields
Tell Pingboard where to place employee data from your spreadsheet by using the drop-down menus to match each CSV Column on the left to its target Pingboard Field on the right.
To make sure your Org Chart builds out automatically, make sure to import Manager information to the Reports To field in Pingboard.
4. Use the middle columns to choose how you want to update each field
Update if Blank is selected by default. This will only import employee information to a field if the field is blank.
Select Overwrite if you’d like to replace existing data in Pingboard with new information from your CSV spreadsheet.
Still need help? Let us know.