How to import your spreadsheet into Functionly

Importing your data using our import engine is

Related articles:

  1. Preparing your spreadsheet
  2. Importing your spreadsheet
  3. Troubleshoot your spreadsheet import

How would you like to import your people?

 

Remember before you start that if you want Functionly to construct your chart for you then each person's manager field should be completed excluding the person at the top of your chart e.g. your CEO. 🙂

If you want to import people only so that you can build your own org chart, then the manager column should be blank or not included.

 

Upload a file directly

  1. If you're creating a new scenario select "CSV file" from the list of options on the modal

    spreadsheet import - Functionly

    Or

    If you already have a scenario open then click "Import people" above any position or in the left nav 

    import people - Functionly

  2. Select CSV from the list of import options
  3. Click upload file and select your .csv, .tsv, or .txt file
  4. Confirm which row contains column headers
  5. Check that your data has mapped to the correct fields and adjust any that are incorrect using the dropdown for each column and click "Next" when done

    map your data - Functionly
  6. Review your data to ensure that it's showing in the correct columns and click "Next". If any fields appear in red then there's an error detected that will need debugging.

 

Import using the modal

  1. If you're creating a new scenario select CSV from the list of options on the modal

    Or

    If you already have a scenario open then click "Import people" above any position or in the left nav 
  2. Select CSV from the list of import options
  3. Open your spreadsheet then copy and paste each column into the matching column on Functionly's spreadsheet modal
  4. Review your data to ensure that it's showing in the correct columns and click "Next". If any fields appear in red then there's an error detected that will need debugging.

 

Having trouble importing?

Check out our troubleshooting article.

Or

Get in contact with our Support team via the contact us page or email support@functionly.com.