OrgChart Resources

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

• If there are breaks in your hierarchy, OrgChart NOW will put all 'orphan' records in the parking lot. Visit the 'Parking Lot' topic for more information.
• There is no limit to the number of fields you can include in your spreadsheet (e.g. Name, Title, Email, Phone, Location, etc.)
• All spreadsheets must contain a header row that identifies field names.
• After import, you can apply different templates using the Chart Templates panel.
• A file called 'Sample Data - Filter on Dept' is included in the 'Samples' folder. It can be used to experiment in the 'Filter Data' step.
• For more information on subcharts, visit the Subchart Wizard topic.
• For more information on master pages, visit the Master Page topic.