You can import data from a CSV, Excel file, or Google Sheet to create an org chart in Lucidchart. Before importing, ensure the data is formatted properly.
Plan availability: Free, Individual, Team, and Enterprise.
- Available on FedRAMP accounts.
- If you are a FedRAMP user, you can import from Excel or CSV. However, importing from Google Sheets and BambooHR is not available.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Import org chart data
To import org chart data, follow the steps below.
- Click Import data from the bottom of the Shape menu to the left of the document.
- Select Org chart from the list.
- Click Import your Data.
- Select a data source.
- Click Next.
- Select a file and click Select or Open.
- In the window that appears, indicate whether your table identifies a supervisor by Name or Supervisor ID.
- Indicate which columns contain either IDs or Names.
- Click Next.
- Using the drop-downs, match the columns in your dataset to our fields.
- Click Next.
- Choose whether to create a single org chart or to create multiple org charts based on a column of your choice (location, for example).
- If you choose to create multiple org charts from one data source, they will appear in the same document organized within Pages.
- Click Finish.
The org chart will be created on its own page(s) in the document.
By default, Lucidchart only displays the employee name and role on the org chart's shapes, but you can add or remove fields at any time.
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