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OrgChart Help Guide

ADP Data Prep

Audience

Audience: Administrators

Overview

Users who do not wish to establish a direct API connection must use flat files (generated from ADP) to create their charts.

Upload ADP Data Using an Excel or CSV file
  1. Request a flat file push from your ADP representative. Reference the following formatting requirements:

    • File must be CSV or Excel

    • File must follow the OrgChart flat file formatting guidelines

    • File must contain (at least) the following fields:

      • Associate ID

      • Reports to Associate ID

      • Name

      • Title