Import an org chart from BambooHR

Written by:  Morgan T
Last updated:  

Import your data from BambooHR directly into Lucidchart to quickly generate an automated organization chart using your existing employee data and permissions.

Plan availability: Enterprise only.
  • 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 from BambooHR

To import an org chart from BambooHR into Lucidchart, follow these steps:

  1. Click Import Data from the Shape menu.
  2. Select Org Chart from the list.
  3. Click Import your Data.
  4. Select BambooHR as the data source.
    where-to-select-bamboohr-as-the-data-source-for-an-org-chart-import.png
  5. Log in to BambooHR.
  6. Select the data you would like to import (you will only be able to import data you have permission to use).
    how-to-select-the-data-you-want-to-import-into-a-lucidchart-org-chart-from-an-employee-table-in-bamboohr.png
  7. Click Import Data.
  8. In the window that appears, follow the prompts to finish setting up the org chart.
  9. Click Finish.

The org chart will appear 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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