orgchartlive

Make an org chart from a spreadsheet

If you have a list of people and who they report to, you have an org chart — it just hasn't been drawn yet. This is exactly what the file needs, and what we'll fix for you when it isn't perfect.

The template, drawn

Alexandra PierceChief Executive OfficerMorgan LeeExecutive Assistant to the CEODavid ChenChief Financial OfficerSarah KimFinance ManagerOlivia ParkFinance InternINTERNRachel TorresChief Operating OfficerBen CaldwellDirector of OperationsKevin ParkDirector of Information TechnologyPriya RamanData ConsultantCONTRACTOROlivia GrantChief Marketing OfficerNina PatelBrand DirectorOpen roleVP of Sales
Vantage Group · 12 people, from a sheet with a name column and a manager column and nothing else. The CSV and the Excel workbook hold exactly these rows; there are thirty-two more templates by structure and industry, and forty-six example charts if you would rather start from a shape than a blank sheet.

Four steps

  1. Export your people to a spreadsheet

    Any CSV or Excel file with one row per person. Two columns are enough: who they are, and who they report to.

  2. Drop the file in

    Open orgchart.live, start a chart, and choose Import. The file is read in your browser.

  3. Check what was decided for you

    Every guess — a healed manager name, a merged duplicate — is listed before anything is applied.

  4. Get your chart

    The layout runs automatically. Move people by dragging, then export to PNG, PDF, SVG or PowerPoint.

The columns we read

Only the first two matter. Headers are matched loosely, so capitals, spaces and underscores make no difference — Reports To, reports_to and reportsto are the same column.

ColumnNeededHeader names we acceptWhat it does
Name Required namefullnameemployeeemployeenamepersonstaffnamewhodisplaynameworker The person. "Last, First" is understood and turned round.
Manager Required managermanagernamereportstosupervisorleadbossreportingtomanagerfullnamelinemanagerdirectmanagerreporttomanages The manager's name, as written elsewhere in the Name column.
Job title Optional titlejobtitlerolepositionjobdesignation Shown under the name on every card.
Department Optional departmentdeptteamfunctiongroupdivisionorgunitbusinessunitarea Gets a color, and groups people in the side panel.
Email Optional emailemailaddressmailworkemaile-mail Used to match people exactly when two share a name.
Manager ID Optional manageridsupervisoridreportstoidmanagersemployeeidmanageremployeeid Matched against the ID column. More reliable than a name.
Dotted line Optional dottedlinedottedlinemanagersecondarymanageralsoreportstodottedmatrixmanager A second, non-reporting line drawn as a dashed curve.
Employment type Optional typeemploymenttypestatusemploymentworkertypeemployeetypecontract Employee, contractor, intern, or open. Open roles draw as vacancies.
Assistant Optional staffisstaffassistantsupportstaff Yes puts the person beside their manager instead of below.
Level Optional levelgradebandseniority Grade or band. Carried through, not drawn.
Employee ID Optional employeeididempidpersonidworkeridemployeenumber Lets managers be matched by ID rather than by name.

No header row at all? The first four columns are read as name, title, department and manager, and you're told that's what happened.

What we fix without asking

Real exports are messy. These are handled automatically, and every one is written down and shown to you before it is applied.

  • Names written backwards

    OKAFOR, Daniel becomes Daniel Okafor. Suffixes like Jr and PhD are left where they belong.

  • Half a manager's name

    A manager written as just Whitcombe matches Marcus Whitcombe, as long as only one person has that surname.

  • Misspelled managers

    Priya Ramen matches Priya Raman. Close matches are reported with how confident we are, and a near-tie is never guessed.

  • The same person twice

    Duplicate rows with the same name, title and department are merged into one card.

  • SHOUTING

    Words in full capitals are put back into normal case, while short ones like MD, II and TBD are left alone.

  • Managers who aren't listed

    Someone whose manager isn't in the file becomes a top-level person rather than being dropped.

Questions people ask

What does the spreadsheet actually need?
Two columns: each person's name, and their manager's name written the same way it appears in the name column. Everything else — title, department, dotted line, employment type, assistant, level, IDs — is optional and adds to the card rather than deciding whether the import works. Headers are matched loosely, so "Reports To", "reports_to" and "reportsto" are the same column, and a file with no header row at all is read as name, title, department, manager, with a note telling you that is what happened.
Does it read Excel files, or only CSV?
Both. An .xlsx workbook is read the same way as a CSV; the first sheet is used. Google Sheets works too — export the sheet as CSV or Excel first, or copy the cells and paste them straight in.
Is my file uploaded anywhere?
A spreadsheet is parsed in your browser: the CSV or Excel file itself is never sent to us, and what reaches the server is the chart you approve. That is only true for spreadsheets — a PDF or a screenshot has to be read by a model, so those are sent for extraction, and the import dialog says so before you choose one.
What happens when a manager name is wrong?
It is matched rather than dropped. A surname on its own matches the one person who has it; a misspelling like "Priya Ramen" matches Priya Raman, with the confidence shown; a near-tie between two people is never guessed, and is handed back to you to decide. Someone whose manager is not in the file at all becomes a top-level person, which is visible on the chart rather than silently missing.
Do I have to check the guesses?
You get to. Every automatic decision — a healed name, a merged duplicate, a name put back into normal case — is listed before anything is applied, and nothing is written into the chart until you say so. It is the same list whether the file was clean or a mess.
What if I do not have a file yet?
Start from the template on this page, which is the chart above as a spreadsheet, or from any of the forty-six example charts, each of which downloads as a CSV and an Excel workbook. Filling in a template is usually faster than building the list from nothing.

Nothing to install, nothing to pay

Building the chart is free, at any size. You only pay when you want a clean file out of it. Excel files work the same way as CSV — the first sheet is used.