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Specify the columns in your file where the wizard will find the information required to build an organization chart. The required information types are Name and Reports to. First name is required only if the first and last names are separated in your data file.

If the Name column in your data file includes both first and last name

  • For Name, choose the name of the column that contains the first and last names.

  • For First name (optional), choose <none>.

If the Name column in your data file includes only last name

  • For Name, choose the name of the column that contains the last name.

  • For First name (optional), choose the name of the column that contains the first name.

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