Free template
The org chart CSV template — and how to fill it in
Most org chart imports fail on one column: the manager. This template uses the columns below, includes sample rows, and works with any tool that accepts a CSV — not only Orgline.
Free download
The org chart CSV template
The exact column headers Orgline's importer expects, with sample rows showing how reporting lines are written. Works whether you end up using Orgline or not.
Download the templateThe columns
| Column | Required | What goes in it |
|---|---|---|
| name | Yes | Full name as it should appear on the card. |
| title | Yes | Job title. Blank rows are labelled “Team member”. |
| Optional | Work email. This is the key used to match people on a re-import, so include it if you can. | |
| phone | Optional | Shown on the person card and hidden on public links. |
| department | Optional | Powers department views and filters. |
| location | Optional | Office, site or city. |
| manager | Optional | The manager's email, or their exact name. Leave blank for the person at the top. |
Five things that break an org chart import
- Manager written as a job title
- Use the manager's email or their exact name as it appears in the name column — “Operations Manager” matches nobody.
- Two people with the same name
- Use emails in the manager column. Names that match more than one person are left unlinked and flagged for review rather than guessed.
- Everyone reports to someone
- Exactly one row should have an empty manager. If every row is filled in, the chart has no top and the reporting lines form a loop.
- Circular reporting
- A reports to B, B reports to A. Orgline detects the loop, clears it, and tells you who to fix instead of failing the whole import.
- Trailing spaces and mixed case
- Both are handled automatically — emails are matched case-insensitively and whitespace is trimmed.
Want the chart built for you?
Upload the finished file to Orgline and the reporting lines are drawn automatically, with anything ambiguous flagged for review. Free up to 25 people.