OrgChart Now Help Guide

Import Wizard


Audience: Any User Edition: All Editions



The import wizard is a setup tool for automatically creating an org chart in the Workbench. It guides you through the process of setting up your chart from the connector that you choose.

Using Import Wizard

To use the Import Wizard in the Workbench, select find the Top Toolbar at the top of your screen and select Home > Import. The Import Wizard will guide you through the rest of the process.