Table of Contents

Overview

You can automatically create org charts from an external source data. Once an org chart is created, you can refresh your chart from the data source at any time. OrgChart will automatically incorporate any changes to your source data (added, moved, deleted or updated records).

Key Topics

Review the following topics to get a better understanding of how to import and refresh your charts:

  • Data Connectors - OrgChart has many built-in connectors that can directly query an external data source (such as an Excel file or an HR System).
  • Import Wizard - Provides a step by step guide to help you create org charts from external data.
  • Data Refresh - Once a chart is created you can use the data refresh function to automatically update your chart.


Reviewed 8/28/2018