Data Aggregation

Audience: Administrators

 

Overview

OrgChart can import data from multiple data sources and combine them into one chart. For example, you can include open positions from an Applicant Tracking System, or supplement existing records with additional information that does not exist in your main HR or directory system. 

OrgChart supports two types of additional data types:

• Append data - Add new records that do not exist in your main HR or directory system
• Merge data - Update existing records with additional information

Reference the OrgChart Integrations articles for an overview of the supported append and merge data sources.

The following article provides detailed information on:

• Setting up an append data source integration in OrgChart
• Setting up a merge data source integration in OrgChart

Setting up an append data source integration in OrgChart

Append data sources allow you to add additional records to your org chart that don't exist in your main HR or directory system. The following example provides steps for adding an Excel append data source.

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. The Chart Settings: Data sources panel is displayed. Click on the Add data source button in the Append data source section, and then select your append data source (i.e Excel).

3. Click on the Choose file button, and then select your the append data file from the file manager.

4. Click on the Load field mapping button.

5. Click on the PersonID dropdown menu, and then select the field from the append data source that should map to PersonID.

6. Click on the SupervisorID dropdown menu, and then select the field from the append data source that should map to SupervisorID.

7. Click on Save.

8. Click on Save in the Chart Settings: Data sources panel, and then click on Refresh.

Your records are now added to the chart.

Note

If the fields in your append data source do not match the fields that you are using in your main data source, you may need to create a new box style and modify your view to see appended records appear as expected.

Setting up a merge data source integration in OrgChart

Merge data sources allow you to update existing records. You can update existing records with additional fields from other data sources, or even mass update records with specific criteria with new values (i.e. everyone is certain location is updated with an office address). The following example provides steps for adding an Excel merge data source.

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Click on the Add data source under the Merge data sources heading, and then select your merge data source (i.e Excel).

3. Click on the Choose file button, and then select the merge data file from the file manager.

4. Click on the Load field mapping button.

5. Click on the Record field dropdown menu, and then select the field in your main data source that you would like to use to update employee records (i.e. PositionID).

6. Click on the Merge field dropdown menu, and then select the field from the merge data source that you would like to use to update employee records (i.e PositionID).

Note

The fields values in the record field and merge field have to match exactly in order for records to be updated correctly.

7. Click on Save.

8. Click on Save in the Chart Settings: Data sources panel, and then click on Refresh.

The records are updated.