Import your people from a CSV file
Upload a spreadsheet with a Name column and, optionally, Title, Department, Manager and Annual Cost.
Owners and admins can import. The import is for a company with no people yet: it builds the whole chart in one go.
Set up the file
- Name is the only required column. Each name must be unique in the file.
- Optional columns: Title, Department, Manager (or Manager name) and Annual Cost.
- Column names aren't case-sensitive, and extra spaces are ignored.
- Manager must exactly match another person's Name in the same file. Leave it empty for the person at the top.
- Annual Cost must be a number of zero or more, without currency symbols.
If the import is refused
Nothing is imported when any row has a problem, so you never end up with half a chart. The page lists every problem with its row number: fix those rows in the file and upload it again. The usual causes are a missing name, two people with the same name, a manager whose name doesn't match anyone, or someone listed as their own manager somewhere up the chain.
Already have people in the company?
Add or edit people individually on the People page, or connect your HR system to keep the chart in step automatically.