All Collections
General
Managing People and Position Data
Importing Your People or Positions List
Importing Your People or Positions List

Import a CSV data file into Built.

Brett avatar
Written by Brett
Updated over a week ago

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 uploads successfully.

To import your CSV file:

Note: Only Company Admins, HR Admins, and HR Managers can import a file. To learn more about these roles, refer to: Understanding User Roles & Permissions.

  1. From the main menu, navigate to the People page.

    Note: For convenience, you can also import from the Org Chart page by clicking on the import icon in the upper right corner.

  2. Click the Import button, and then click Data From CSV.

  3. Click the Upload CSV button, and select the file from your device.

  4. Confirm whether each row of your file represents a person or a position, and then click Continue.

  5. Click the Assign Columns To dropdown to match columns in your file to existing fields in Built. The system will try to automatically 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-related fields requires assigned permission to view and edit compensation-related data. To learn more, refer to: Understanding User Roles & Permissions.

  6. Click the Import button to continue, or if you’ve realized you need to adjust your CSV file first, click Upload a New File instead.

    Note: If you need assistance fixing common import issues or addressing another issue, please contact our customer success team.

  7. We recommend remaining on this page until your import is complete to review the import summary.

  8. Click the View the Org Chart button, Or view a list of your people using the link to see your changes.

Notes about importing a CSV file:

Please contact our Customer Success Team for additional assistance.

Additional Resources

Did this answer your question?