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Audiences and Organization Charts
Populate audience template files with updated data

Populate audience template files with updated data

In order to minimize opportunities for error, ChangePlan requires data to be imported is carefully structured to match with our import templates
Here are the template files:
  • Org chart import file: Settings > Org Chart > Set up Org Chart > Download XLSX Template
      • More info on the org chart import data fields
      Column
      Title
      Note
      A
      ORG LEVEL 1
      group name
      B
      ORG LEVEL 2
      group name
      C
      ORG LEVEL 3
      group name
      D
      ORG LEVEL 4
      group name
      E
      ORG LEVEL 5
      group name
      F
      ORG LEVEL 6
      group name
      G
      ORG LEVEL 7
      group name
      H
      ORG LEVEL 8
      group name
      I
      ORG LEVEL 9
      group name
      J
      ORG LEVEL 10
      group name
      K
      ORG LEVEL 11
      group name
      L
      NUMBER OF PEOPLE
      optional, overrides a sum count of individuals in the group
      M
      LOCATION
      text
      N
      REPORTING MANAGER
      email address
      O
      INDIVIDUALS
      optional, email addresses separated by commas
      P
      PREFERRED COMMUNICATION APPROACH
      text
      Q
      NOTES
      text
    • IMPORTANT: The upload file should be set up with no individual employees data in column O as those details will be added in step 4, when uploading the individual employees file
  • Individuals import file: Audiences > Individuals > Import Individuals > Download Template.
      • More info on the individuals import data fields
      Column
      Title
      Note
      A
      FIRST NAME
      required
      B
      LAST NAME
      required
      C
      EMAIL ADDRESS
      required, unique identifier
      D
      JOB TITLE
      text
      E
      ORG LEVEL 1
      group name
      F
      ORG LEVEL 2
      group name
      G
      ORG LEVEL 3
      group name
      H
      ORG LEVEL 4
      group name
      I
      ORG LEVEL 5
      group name
      J
      ORG LEVEL 6
      group name
      K
      ORG LEVEL 7
      group name
      L
      ORG LEVEL 8
      group name
      M
      ORG LEVEL 9
      group name
      N
      ORG LEVEL 10
      group name
      O
      ORG LEVEL 11
      group name
      P
      LOCATION
      text
      Q
      EMPLOYEE ID
      text
      R
      REPORTING MANAGER
      email address
      S
      PREFERRED COMMUNICATION APPROACH
      text
      T
      NOTES
      text
      U
      CUSTOM FIELD 1
      text, field can be configured in the settings area
      V
      CUSTOM FIELD 2
      text, field can be configured in the settings area
      W
      CUSTOM FIELD 3
      text, field can be configured in the settings area
  • You may be able to set up an automated workflow (such as an Excel VBA script) to adjust the file exported from your HR system to match the ChangePlan import templates, our team will be happy to discuss this with you
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