TIPS & TRICKS: Team Chart Import Fields

Column

Description

Team Chart ID (formerly Org Chart ID)

The ID of the Team Chart the Teams are under. If not supplied, it will use the main Team Chart.

Team Chart Name (formerly Org Chart Name)

The name of the Team Chart the Teams are under. If a name is supplied but not found it will create a new Team Chart with that name. If no name is supplied, it will use the main Team Chart.

Team ID (formerly Org Node ID)

The ID of the Team to update. The ID can be found in the Team Chart export. If none is supplied it will use the Team Name.

Team Name (formerly Org Node Name)

The name of the Team to update. It will attempt to find a Team matching this name. If a name is supplied but not found, it will create a new Team matching the name. If you want to change the name of an existing Team, or have multiple Teams with the same name, use the Team ID.

Team Parent ID (formerly Org Node Parent ID)

The Team ID of the parent Team. If none is supplied it will use the Parent Name column. The Team lookup will be scoped by this parent. If you want to update the parent, be certain to supply the Team ID

Team Parent Name (formerly Org Node Parent Name)

The name of the parent Team. The Team lookup will be scoped by this parent. If you want to update the parent, be certain to supply the Team ID

Team Results (formerly Org Node results)

The Results text for the Team.

Team Information (formerly Org Node Information)

The Information text for the Team.

Team Type (formerly Org Node Type)

The type of Team. See the Team form for a list of types. If one isn't recognized, it will be considered a custom type.

Team Elevated (formerly Org Node Elevated)

TRUE or FALSE depending on if you want the Team elevated. Leave blank to ignore this field.

Team Color (formerly Org Node Color)

The hexidecimal color value for the Team such as "#ABC123". Leave blank to use the parent's color.

Role ID (formerly Hat ID)

The ID of an existing role you want to assign/update. The ID can be found in the Team Chart export.

Role Name (formerly Hat Name)

The name of the role you want to assign to a position. If the Role ID is supplied, it will update that role with this name.

Role Purpose (formerly Hat Purpose)

The Purpose text of the role.

Role Function (formerly Hat Function)

The Function text of the role.

Role Results (formerly Hat Results)

The Results text of the role.

Role Team Leader (formerly Hat In Charge)

TRUE or FALSE depending on if this role should be considered in charge of the assigned Team. Leave blank to ignore this field.

Role Assistant (formerly Hat Assistant)

TRUE or FALSE depending on if this role should be considered an assistant to another Team Leader role. Leave blank to ignore this field.

Role Graph Permission Level (formerly Hat Graph Permission Level)

One of: None, View, Add, Edit, Admin. Leave blank to keep it at it's default (None for new roles).

Position ID (formerly Post ID)

The ID of an existing position you want to update. If none is supplied, it will attempt to find a position matching the Team, role, and member.

Position Name (formerly Post Name)

The custom name of the position. If blank it will use the role's name.

Position Country (formerly Post Country)

The name of the country or the country code. If it isn't recognized, it will give a validation error.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position State (formerly Post State)

The full name of the state/province within the country.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position City (formerly Post City)

The city the position is in.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position Building (formerly Post Building)

The building the position is in.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position Floor Name (formerly Post Floor Name)

The floor the position is on.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position Floor Section (formerly Post Floor Section)

The area of the floor the position is on.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position Time Zone (formerly Post Time Zone)

The time zone the position is in. See the position form for a list of valid time zones.

NOTE: This setting can be removed by setting this field to NULL via Team Chart Import.

Position Custom Attributes

Draft

TRUE or FALSE
The Draft column is used to create a Draft Team or Draft Position.

Member Email

The email address of an existing member you want assigned to the position. If you want to update the member of an existing position, you will also need to supply the Position ID column.

Member ID

The unique ID of the member. The Member ID can be found in the Data Export report for Members.

NOTE: The member can be removed from position by setting this field to NULL via Team Chart Import.

Member Full Name

The full name to assign to the member.

Member Formal Given Name

The given name to assign to the member.

Member Formal Family Name

The family name to assign to the member

Member Phone Number

The phone number to assign to the member.

Member Phone Extension

The phone number extension to assign to the member.

Member Mobile Number

The mobile number to assign to the member.

Member Employee ID

The Employee ID text to assign to the member.

Member Employee Type

The type of employee the member is.

Member Cost Center

The member's cost center.

Member Status

The member's status. See the member form for a list of valid options.

Member Hire Date

The date the member was hired. It can be in any parsable format, preferably YYYY-MM-DD format.

Member Avatar URL

The URL to an image which will be used as the member's avatar. Only supply this when changing an existing member's avatar. It must be a direct link to an image file.

Member Country

The name of the country or the country code. If it isn't recognized it will give a validation error.

Member State

The full name of the state/province within the country.

Member City

The city the member is in.

Member Building

The building the member is in.

Member Floor Name

The floor the member is on.

Member Floor Section

The area of the floor the member is on.

Member Time Zone

The time zone the member is in. See the member form for a list of valid time zones.

Member Slack User ID

Member Custom Attributes

Remove Member