CSV Import Support
Quickly build your org chart by importing structured employee data from a CSV or Excel file.
Feature Overview
The CSV Import Support feature allows you to upload employee data from a spreadsheet (CSV or Excel format) to automatically populate your org chart. This is an alternative to manual entry or Google Workspace sync, designed for users who manage org data offline or in HR systems.
Feature Breakdown
CSV & Excel Upload Support - Upload data using a pre-formatted CSV or Excel file.
Template Provided - Unaric provides a downloadable import template to help structure your data correctly.
Bulk Employee Creation - Add dozens or hundreds of employees at once, saving time.
Fields Supported - Name, title, department, manager, employee ID, email, and more.
Org Structure Mapping - Define reporting relationships using manager ID or email fields.
Department Assignment - Assign people to departments during import.
Preview Before Import - Review and correct data mapping before committing the import.
Benefits
Fast Chart Creation: Instantly populate a complete org chart without manual entry.
Flexible Data Input: Ideal for orgs that manage employee data in spreadsheets or external HR systems.
Works Without Google Workspace: Great for teams that don’t use Google Workspace or want full control over import data.
Structured & Consistent: Ensures clean, standardized org data from the start.
Supports Complex Hierarchies: With manager ID fields, you can build deep, multi-level charts accurately.
Use Cases
HR Team Onboarding a New Org
→ Import a list of 250+ employees from an Excel export of an HRIS system like Workday or BambooHR.
Consultants Modeling a Client Org
→ Use a CSV provided by the client to instantly generate a draft org chart for review.
Data Migration or Cleanup
→ Rebuild or reformat an existing org chart using cleaned CSV data during a reorg.
Companies without Workspace Sync
→ Use CSV import as the primary data source if G Suite integration isn’t used or available.