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. Reference the article "Append Data (Workbench) Example" for more information.

Configure an Excel Connector

  1. Sign in to your OrgChart Now account.

  2. Click the Home Ribbon, and then select the Import Icon

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  3. Select the Excel icon from the list of connectors, and then select Import.

  4. The Import Wizard will guide you through your setup.