CSV import workflow

CSV To Org Chart

Turn spreadsheet org data into a live org chart you can clean up, share, and export without rebuilding the structure in slides.

Source CSV
CSV file with position, manager, department, and team columns
TeamChart org chart
TeamChart org chart generated from the CSV import

Map CSV Columns To Org Chart Fields

CSV import works best when every row represents one position or person assignment. Keep the file simple, then use TeamChart to turn rows into reporting lines.

Required structure fields

Include position title and a manager or parent position so TeamChart can build the hierarchy.

Optional people fields

Add person name, department, description, or other context when you want richer position cards.

Visual cleanup after import

Review the generated chart, move positions, adjust departments, and share or export the result.

CSV Import Checklist

Before importing, clean the CSV so each row has one clear job. This avoids ambiguous manager relationships and reduces cleanup after import.

One header row

Use clear column names such as position, person, manager, department, and description.

One position per row

Avoid merged notes or multi-person cells. Put each position on its own row.

Consistent manager names

Use the same spelling for manager or parent position values throughout the CSV.

Review before sharing

After import, scan the chart for orphaned positions and reporting lines that need adjustment.

CSV To Org Chart FAQ

Practical answers for teams moving org data out of spreadsheets and into a maintained chart.

Yes. TeamChart can import CSV org data so you can turn spreadsheet rows into positions and reporting lines, then edit the chart visually.

A useful CSV usually includes position title, person name, manager or parent position, department, and optional description fields.

Yes. After importing and editing the chart, TeamChart supports read-only public links, embeds, and PNG or PDF export.

Create An Org Chart From CSV

Start with your spreadsheet data, then use TeamChart to maintain the chart as the organization changes.


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