Overview
OrgChart supports importing both Excel spreadsheets and CSV files.
Data Preparation
In order to import a file, the file must contain the following fields:
- PersonID – Unique identifier for each person or position (typically an employee number or ID)
- SupervisorID – Unique identifier for each person’s (or position’s) supervisor
- Name – Employee name
- Title – Employee title
- First Name (Recommended but not required) - Improves employee search results
- Last Name (Recommended but not required) - Improves employee search results
- Preferred Name (Recommended but not required) - Improves employee search results
- Department (Recommended but not required) – A person’s department (e.g. Engineering or Marketing)
You can include an unlimited number of additional fields to your data file (for example, location, email address or mobile phone).
Assistants
OrgChart can automatically format assistants in your charts. You can either use the Assistant Wizard to create rules to format assistants or you can add an 'IsAssistant' field to your data. If you add an 'IsAssistant' field:
- Set the field name to 'IsAssistant'
- Set the value to 0 or 1 (1 indicates the person is an assistant)
Photos
Main Article: Working with Photos
You can include employee photos in your charts. Photos can either be referenced using a 'Photo' field or can be dynamically referenced using the using a Formula. See the Photos topic for more details.
Example Data
Use the following example to create a data file. The column names do not have to match those shown below. In the example below, Sandra Chen and George Lopez report to Steve Smith and Arnold Osborne reports to Sandra Chen.
| PersonID | SupervisorID | Name | Title | Department |
|---|---|---|---|---|
| 1 | Steve Smith | CEO | Executive | |
| 2 | 1 | Sandra Chen | Vice President | Marketing |
| 3 | 1 | George Lopez | Vice President | Engineering |
| 4 | 2 | Arnold Osborne | Exec. Assistant | Marketing |
Example Data with Optional Fields
The following example shows optional fields for: the 'IsAssistnat' flag and a static photo reference.
| PersonID | SupervisorID | Name | Title | Department | isAssistant | Photo |
|---|---|---|---|---|---|---|
| 1 | Steve Smith | CEO | Executive | 0 | Smith1.jpg | |
| 2 | 1 | Sandra Chen | Vice President | Marketing | 0 | Chen2.jpg |
| 3 | 1 | George Lopez | Vice President | Engineering | 0 | Lopez3.jpg |
| 4 | 2 | Arnold Osborne | Exec. Assistant | Marketing | 1 | Osborne4.jpg |
Advanced Options
OrgChart Now has a number of advanced data driven features which can require additional fields in your source data.
Advanced Features include:
- Dotted Line Relationships
The following example shows the optional field for the 'dottedID' flag. In this chart, 'Andrea McClain', PersonID 4, will have a dotted line connected to 'Harry Manning', PersonID 3.
Click on this link to view the Chart: Dotted Line Relationships
| PersonID | SupervisorID | Name | Title | Department | dottedID | Photo |
|---|---|---|---|---|---|---|
| 1 | Steve Smith | CEO | Executive | Smith1.jpg | ||
| 2 | 1 | Sandra Chen | Vice President | Marketing | Chen2.jpg | |
| 3 | 1 | Harry Manning | Vice President | Engineering | Lopez3.jpg | |
| 4 | 2 | Andrea McClain | Exec. Assistant | Marketing | 3 | Osborne4.jpg |
Uploading Files
You can use the File Manager to upload data files from your computer. You can also use an FTP or SFTP client to upload data files to your account.
Any directory (in your account) can be used for storing data files; however, using the 'Data' directory is recommended.
Reviewed 09/5/2017
