Import

Learn how to import company data from Excel (or any spreadsheet) to create a chart automatically.

5 months ago   •   4 min read

By The Lexchart Team
Import Organization Chart Data from Excel

Create an entire company organization chart from a spreadsheet in three steps. Watch the video to learn how to use the import feature of Lexchart to create your org chart. You can use Microsoft Excel, Google Sheets, or other spreadsheet applications.

Step 1. Prepare your spreadsheet data

There are only two requirements for your data:

Use one header row.

Remove any added header rows.

Excel Org Chart Data Example
Excel Org Chart Data Example

Export the spreadsheet as a .CSV file.

This is a "comma-delimited" file. Excel and Sheets can save as a .CSV file. You can download the example file and import it into Lexchart. Any spreadsheet application can open the file.

Understand your data

Is your data a list of companies, legal entities, and/or individuals with some data about each one? Or, does your data include connections between entities, such as ownership, management, or governance?

Lexchart allows you to import a list of companies (and individuals) with information about each or to import a list of companies (and individuals) with connections to other entities. Those connections can be ownership, governance, or management relationships.

Step 2. Import data into Lexchart

You will need a Lexchart account to import data. You can sign up for a free trial to import data.

Select the Import button on your Charts page

Create Org Chart with Import from Excel
Create Org Chart with Import

Upload the file

The Choose File button will open your local system file explorer, where you can select the .CSV file to import.

Choose .CSV File for Import to Create an Org Chart from Excel
Choose .CSV File for Import

After selecting the file, select the Upload button. Lexchart will analyze the file and display the import page.

Step 3. Map your data

Choose the type of import

On the import page, you can select two categories of imported data: Links or Cards only.

Import Links or Cards only in Lexchart
Import Links or Cards only

Importing Links means you want to create a chart with both legal entities and connections between those entities. A legal entity can be an individual, company, and other element. Lexchart will provide more options for assigning data in your columns.

Importing Cards only means you want to create a chart with just legal entities. Those entities can include information about the entities, such as jurisdiction, entity type, etc.

When you import links, Lexchart will provide 6 options for each column:

Mapping Excel Data to Lexchart
Mapping Excel Data to Lexchart
  • Ignore means exclude this column from the import,
  • Parent means the items in this column are immediately above the items in the Child column,
  • Child means the items in this column are immediately below the items in the Parent column,
  • Parent data means the contents of the column should go inside the card for the parent, using the column header as the label,
  • Child data means the contents of the column should go inside the card for the subsidiary, using the column header as the label, and
  • Link data means the contents of the column relates to the line between the parent and child cards.

Import Cards only: Assign each column to a destination

When you import cards only, Lexchart will provide 3 options for each column.

Import Legal Entities List to Lexchart from Excel
Import Legal Entities List
  • Ignore means exclude this column from the import,
  • Card means that this column is the name of the box on the chart, usually the legal entity being imported, and
  • Data means the contents of the column should go inside the card, using the column header as the label.

Select the Import button

Lexchart Import Button for Org Chart Data
Lexchart Import Button for Org Chart Data

Lexchart will complete the import and display the chart with your imported data.

Conclusion

Now that you have imported your Excel organization chart data into Lexchart, you can format, design, and tailor the results to your needs.

If you do not already have a Lexchart account, you can start a full-featured free trial today. You do not need a credit card.

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