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How-toOrganization & Org Chart

Can I import the structure from a spreadsheet?

Yes, as CSV or XLSX with at most 200 rows under “Import or bootstrap structure”. You map the columns, such as employee_id, manager_employee_id, team, department and business_unit. Peak checks the existing IDs and doesn't create people. All rows need the same effective date. The result is an import draft that you review and approve like any change.

  1. Open “Changes” → “Import or bootstrap structure”.
  2. Choose the file and map the columns.
  3. Click “Create import draft”.
  4. Check the preview, approve and publish.

Next step

Open Organization

Explains this message

  • The import must have one shared effective date. Split different dates into separate drafts.
  • At most 200 import rows.
  • 200 rows maximum
  • A person can't manage themselves.

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