This article explains how to add, remove, and update people and positions by importing a CSV file manually.
Should the rows in your file represent people or positions?
Built interprets your data based on how your file is organized. Understanding the difference between importing people-centric versus position-centric data will help you choose the option that best supports your needs. Before importing your data, verify that your people or positions list meets import file guidelines, ensuring your CSV file imports successfully.
To import your CSV file:
Note: Only Company Admins, HR Admins, and HR Managers can import a file. To learn more, refer to: Understanding User Roles & Permissions.
From the main menu, navigate to the Org Chart page and click the chart dropdown in the upper left corner to select your official chart.
Note: Customers of our Position Management module can also import from the Position Management page.Click the Import/Export icon in the upper right corner of the page, then click Import CSV.
Click the Upload CSV button, and select the file from your device.
Confirm whether each row of your file represents a person or a position, and click Continue.
Click the Assign Column To dropdowns to match columns in your file to existing fields in Built. The system will try to match column headings from your file.
Notes about mapping your data:
• A dashed line indicates a match wasn’t found. In this case, you can use the dropdown menu to locate and select the appropriate field from the list provided. If a dashed line remains, the system will exclude the data column from the import.
• If the field you need doesn’t already exist in Built, you can add it by utilizing custom fields. Custom fields must be created before importing your file to properly map data to a custom field.
• Mapping compensation/budgeting data requires assigned permission to view and edit compensation/budgeting data. By default, only Company Admins can view and edit compensation and budgeting data. Company Admins can allow an HR Admin or HR Manager to manage compensation/budgeting data for everyone or subordinates only. When expanding one’s own span of control via CSV import, compensation/budgeting data will not be immediately accessible until a Company Admin has approved the change.
Click the Import button to continue, or if you need to adjust your CSV file first, click Upload a New File instead. We recommend remaining on this page until your import is complete to review the import summary.
Note: If you need assistance fixing common import issues or addressing another issue, please contact our Customer Success Team.Observe your changes by clicking the View the Org Chart button or click the link to view a list of your people.
Notes about importing a CSV file:
Setting up automated CSV imports allows you to schedule regular updates.
When utilizing the ADP Workforce Now® Bidirectional API, imports will be disabled when there are unsent changes, outstanding errors, or while changes are being sent to ADP.
Please contact our Customer Success Team for additional assistance.
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