Import Wizard

The Import Wizard automatically creates an org chart from a data source such as Excel spreadsheet or a cloud based HRIS.

Select a Connector

  • Click on the Import Wizard button to select a connector.
  • Select Data File to Import
    • If you are using cloud connector, you can skip this step.
    • Before you use the import wizard to import an Excel file, you must first create a spreadsheet containing your data.
      • Sample - Download a sample Excel spreadsheet to your computer.
      • Import Data - Select a spreadsheet to import.
  • Filter Data
    • If needed, you can filter your data. For example, you can import only a specific department ('Marketing').
      • Create multi-chart document - Break your chart into multiple independent charts within a single document (e.g. one chart for each department).
      • Specify data filter - Check to define a data filter.
      • Matches only - Only include records that match the defined filter.
      • Include direct subordinates - Include matches plus records that report to matches. For example, you can create a chart containing the top two levels of an organization by filtering to match the 'CEO' and then selecting this option.
      • Include all subordinates - Include matches plus plus records that report directly or indirectly to matches. For example, you can create a chart containing a branch of an organization by filtering to match a specific 'top box' and then checking this is option.
      • Include Chain of Command - Include one additional level of management with the filtered data.
      • You can also break your chart into a multi-chart document. A multi-chart document allows you to manage multiple independent charts within a single document.
  • Define Fields
    • Including Name and Title fields in your data is highly recommended so that you can easily take advantage of all the predefined chart templates and box styles.
    • Also, in order to automatically build an org chart, your spreadsheet must contain 'Person ID' and 'Supervisor ID' fields. These fields are required to build a hierarchy.
      • Data contains hierarchy fields - If your data does not contain hierarchy information uncheck this option. Vist the 'Parking Lot' topic for further instruction.
      • Person ID - Select a field that uniquely identifies a person. For example, an 'employee ID' field.
      • Supervisor ID - Select a field that identifies a person's supervisor.
      • Name - Select the field that contains the employee name.
      • Title - Select the field that contains the employee title.
      • Photo (Optional) - Select the field that contains a reference to an employee photo.
      • Assistant Rule (Optional) - Define a rule that can be used to identify assistants (e.g. Title equals 'Executive Assistant').
  • Subchart Breaks
    • You can automatically breaks a chart into multiple subcharts (recommended for charts containing over 50 boxes).
      • Do not insert breaks - Chart will be on a single page.
      • Break by level - Break chart every N levels.
      • Break by field - Break chart using a field (for example, 'Department' or 'Business Unit').
  • Select Chart Template
    • OrgChart NOW comes with a library of pre-defined (System) Chart Templates. You can also define your own 'User Templates.'
      • Chart Templates - A list of available Chart Templates. You can switch between 'System' and 'User' templates using the radion buttons located below the template list.
  • Master Page
    • The master page contains elements that are included on every page of your chart.
      • Blank Master Page - Do not add a master page.
      • Standard Master Page - Add a master page containing company name, subchart name, subchart number and today's date.
      • Custom Master Page - Add a master page from the selected template.

Tips and Tricks