OrgChart Now Help Guide

Table of Contents

Excel Connector (Workbench)

Audience

Audience: Administrators Edition: All Editions

Overview

This article provides step-by-step instructions for configuring an Excel connector for your Main Data Source in the OrgChart Workbench.

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.

Configuring an Excel Connector

  1. Sign into OrgChart Workbench.

  2. Click the Home Ribbon, and then select the Import Icon. The list of Connectors appear.

    home_and_import.png
  3. Select the Excel icon from the list of connectors, and then select Import. The Import Wizard is displayed.

  4. Click on the Import Data button to import data your own data. The File Manager is displayed.

  5. If your data has not already been loaded into OrgChart, click on the Upload icon.

  6. Find and select your data file, and then click on Open. The data is displayed in the Data folder.

  7. Click to highlight the file, and then click on the Select button.

  8. Follow the steps provided by the Import Wizard.