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OrgChart Help Guide



Audience: Administrators


Administrators can populate a CSV file with HR data, and upload that to OrgChart as a Main Data Source, Append Data Source, or Merge Data Source.

CSV files require manual upkeep to reflect the most accurate records.

The CSV Connector and Excel Connector are configured in the same way.

Please reference the Flat File Prep article for information on how to structure your CSV data.

Then, consult the Excel Connector article to learn how to upload a CSV file in OrgChart.