Org Charts
Create Org Chart

Migrate Org Chart

5min

If you already have organizational charts on another platform, you can easily migrate them to Org Chart. The simplest method is to export your org charts as CSV files from your current platform and then import them into Org Chart.

This page includes step-by-step export guides for the most commonly used platforms. If you need additional support with the migration process, contact us at [email protected].

Workday

  1. On Workday, go to the org chart you want to export.
  2. Click the printer icon ) at the top right and select Excel as the file format.
  3. Click Print. This will download a file to your computer.
  4. Upload this file to Org Chart. See Import from CSV File.


SuccessFactors

  1. On SuccessFactors, go to Admin Center.
  2. Under Manage Employees select Update User Information and click Employee Export.
  3. Click Export User File. This will download a file to your computer.
  4. Upload this file to Org Chart. See Import from CSV File.






Updated 11 Dec 2024
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