Importing Data
OrgChart uses your employee or HR data to create information-rich organization charts for the entire company. Once created these charts...
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CHART DATA IMPORT
Data import and synchronization.
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Importing from Excel
Of all the approaches to chart creation, import from an Excel file is by far the most commonly used. To... -
Importing Assistants
The import wizard always defaults to a ‘Team Member’ arrangement style. But there are times when you might want to... -
Image Data
Photos and images are managed in the Image Data menu (pictured below): To open this screen, double click the Photo... -
Automate Org Charts w/HR Data
Preparing the transition to automated org charts using existing HR data sources Automated OrgChart software helps get the job done... -
Creating Charts from Multiple Files
Save Division to file / Create Division from file – This gives you the ability to break a larger chart... -
Import and Manage Open Positions
Within the OrgChart Software you can import open positions from a second data source into the staging area of an... -
Importing Dotted Line Relationships
Before you re-sync to bring a new field in from the data source you will want to go into the... -
Import of Dotted Line Manager Connections
There are times when an employee reports to more than one manager. The program recognizes one formal or solid line... -
Create Division from File
We will now add in Steve’s division from the previously saved file. Create Division: Select file/top level … select the... -
Automatic Chart update using Data Resync
If you want charts that are easy to keep up-to-date you will be interested in Data Resync. Any chart created... -
Adding Additional Fields After Import
Working with the OrgChart Platinum software, users may sometimes find it necessary to import additional data fields from whichever external... -
Resync and Compare
Even after data has been imported into a chart in OrgChart Platinum, it is possible to update (or resynchronize—“resync” for... -
Advanced Import
Using the Import Wizard, you can specify preset or custom box styles, plus data alignment parameters. It is easy to... -
MS SQL Server Data Import
Follow the steps below, in order to import data from MS SQL server to OrgChart. MS SQL: Selection and preparation... -
OLE DB Data Import
OLE DB: Data link properties When importing OLE DB DataSource, the Data Link Properties screen is used to choose the... -
Oracle Data Import
Oracle: Selection and preparation 1. Go to the Data tab and click on the Import button. 2. The Import Wizard... -
SAP Data Import
OrgChart Platinum will process SAP data. While OrgChart will not directly connect to SAP, it does have the ability to... -
Import from Active Directory
Use the File Import menu item. Active Directory: Connection string For AD you need to know the connection string to... -
Connecting to LDAP
OrgChart Platinum can connect to LDAP through the Import Wizard. Many of the unique settings necessary for a successful LDAP...
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