Importing from CSV
Getting Started
If you already have your team data in a spreadsheet, you can import it directly into OrgCanvas instead of adding people one by one.
Required columns
Your CSV file needs three columns:
| Column | Description | Example |
|---|
| Name | The person's full name | Jane Smith |
| Title | Their job title or role | VP of Engineering |
| Manager | The name of who they report to | John Doe |
Example CSV
Name,Title,Manager
John Doe,CEO,
Jane Smith,VP of Engineering,John Doe
Bob Wilson,Senior Developer,Jane Smith
Alice Chen,Product Manager,John Doe
How to import
- Open an org chart (or create a new one)
- Click the Import button in the toolbar
- Select your CSV file
- OrgCanvas will parse the file and build the hierarchy automatically based on the Manager column
Tips for a clean import
- Manager names must match exactly — "John Doe" in the Manager column must match "John Doe" in the Name column. Watch for extra spaces or different spellings.
- Leave Manager blank for the top person — The CEO (or whoever is at the top of the chart) should have an empty Manager field.
- One root person only — Only one person should have a blank Manager field. If multiple people have no manager, OrgCanvas will create multiple root nodes.
- Export from Google Sheets or Excel — Both support "Save as CSV" or "Download as CSV". Use that rather than manually creating the file.
- UTF-8 encoding — If names contain special characters (accents, non-Latin scripts), make sure your CSV is saved with UTF-8 encoding.
Note: On the Free plan, you can have up to 25 people total across all your charts. If your CSV has more than 25 rows, you'll need to
upgrade to Pro first.
After importing
Once imported, your chart works just like any other OrgCanvas chart. You can:
- Drag and drop to rearrange people
- Click to edit names and titles
- Add new people manually
- Delete people you don't need
Back to Getting Started