OrgChart Now Help Guide

Excel

Audience

Audience: Administrators

Overview

The Excel Connector pulls HR data from an .xlsx file, which necessitates manual upkeep to reflect the most accurate records. This source is common for appending data or creating quick charts. However, it is not recommended for charts larger than 300 boxes.Append Data

The Excel Connector is available as a Main Data Source, Append Data Source, and Merge Data Source.

Click here to learn how to set up an Excel Connector.

Important

Important: Your file must be properly formatted to load into OCN. Read the Flat File Prep article for details on preparing for file before loading into OrgChart Now.