Import or Connect a Data Source
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      How to import your people and positions data from a CSV spreadsheet

      Easily import and update people and positions data sources from a CSV or spreadsheet, incl. Excel, Sheets, Airtable, SmartSheet, Numbers, and ActiveDirectory.

      Related pages:

      1. Preparing your CSV spreadsheet
      2. Importing your CSV spreadsheet
      3. Updating from a CSV spreadsheet
      4. Troubleshooting your CSV spreadsheet

       

      Resources

      Below are some resources to help as you import your own data.

      Template CSVs

      We have created demo CSVs to show how to structure your data for import:

      100-person org with custom properties and vacant positions

      1000-person org with custom properties and vacant positions


       

      If you have questions about importing or updating a scenario using a CSV, you can email us at support@functionly.com or use our Contact Us page.