Import your people with one CSV

Bring your whole org into Sageo in a single upload. Records and the org chart build themselves.

4 min read

Sageo builds employee records and your org chart from a single CSV, so you do not have to add people one by one. You can also add a single employee by hand.

What the CSV needs

  • Employee ID (Sageo matches on this)
  • Email, and first, middle and last name
  • Department (function)
  • The manager's email, to set reporting lines
  • Date of joining

Steps

  1. 1

    Open People from the sidebar, under the Organization section.

    Import your people with one CSV, step 1
  2. 2

    In the Bulk Import section, choose Sample CSV to download a file with the exact columns.

  3. 3

    Fill it in, matching each person's manager by email so reporting lines connect.

  4. 4

    Choose Upload CSV. Sageo adds or updates people, matching on Employee ID. The org chart assembles from the manager links.

    Import your people with one CSV, step 4

Tip

Re-uploading is safe. Because Sageo matches on Employee ID, importing the same file again updates existing people instead of creating duplicates.

Next steps

Still stuck? Email hello@sageo.ai and a person will help.