Use a BambooHR employee export to build a chart you can edit in Org Chart Studio. Each person needs a name and a manager reference. Titles and departments add context.
This is an export-and-import workflow. It doesn't connect Studio to your BambooHR account or keep the chart in sync automatically.
1. Request the right employee data
Ask the person responsible for BambooHR reporting for a CSV or Excel roster containing full names, job titles, departments, and manager references for the people you want to chart.
If you have report access yourself, select those fields in your reporting tools and export a spreadsheet. The report builder, available fields, and employee scope depend on your account and permissions. A directory download works only if it includes manager references.
Include the managers of the people in your chosen scope. If you are charting just one department, decide who will sit at the top of that chart. Leave that person's manager blank in your prepared copy.
2. Prepare full names and matching IDs
Put each person's complete display name in a single Name column. Use either manager names that match those names or a paired set of employee and manager IDs.
BambooHR distinguishes its internal employee ID from an employee number assigned by your company. Its documented fields pair id with supervisorEId, and employeeNumber with supervisorId. These are field definitions, not instructions to call the API; ask your report administrator which matching pair your export contains. BambooHR field definitions.
Don't combine one kind of Employee ID with another kind of Manager ID. Check one manager's own row against a direct report's manager reference before importing the whole file.
Prepared shape (fictional sample IDs):
| Name | Title | Department | Employee ID | Manager ID |
|---|---|---|---|---|
| Alex Rivera | General manager | Management | P001 | |
| Casey Lee | Head chef | Kitchen | P002 | P001 |
| Jordan Patel | Line cook | Kitchen | P003 | P002 |
| Morgan Chen | Service manager | Service | P004 | P001 |
Download this prepared example. It demonstrates Studio's input format; it isn't a screenshot or raw export from a BambooHR account.
If you only have First Name and Last Name, combine them into a Full Name column in your spreadsheet. Check preferred names and spacing. Studio does not automatically join the 2 columns.
Supervisor email is not a substitute for Manager Name. Studio does not resolve a Manager Name value by looking it up in the employee's Email field. Use matching names or IDs instead.
3. Import and map the file
In Studio, select Choose spreadsheet for a new chart. Select the file and, for a workbook with several sheets, the roster sheet. In Map spreadsheet columns, check each mapping before choosing Confirm & import.
Map the complete name to Name, the employee key to Employee ID, and the matching supervisor key to Manager ID. If you are using names instead, map the supervisor's full name to Manager Name. Map optional titles and departments to Job Title and Department.
The CSV and Excel import guide includes the full mapping table and both sample formats.
The same prepared sample is used here and in the download. Scroll within the mapping dialog to reach the ID fields.
4. Check reporting lines in People
Open People after importing. Compare the names and person count with the prepared roster, then use Needs manager to find reporting links that need attention.
Choose the correct manager under Reports to. A manager missing from the exported scope, a mismatched ID pair, or a name variation can leave a relationship unresolved. Review suggested name matches rather than assuming they are correct.
When a newer roster is ready, use People → Update from spreadsheet and review the proposed changes. Choose Export to see formats, previews, and any pass required for the finished file.
Questions about BambooHR imports
Does Studio combine First Name and Last Name?
No. Prepare a single Full Name column in your spreadsheet and map it to Name. Check the imported names before sharing the chart.
Can I use Supervisor email as the manager field?
Use manager names or matching employee and manager IDs. Mapping Supervisor email to Manager Name does not make it match the employee's Email field.
Which BambooHR IDs should I use?
Use a matching pair. BambooHR's field documentation pairs id with supervisorEId, and employeeNumber with supervisorId. Confirm which pair your report exports before mapping it.
Will this chart update when BambooHR changes?
No. Export a new file, then use Update from spreadsheet in People to review and apply changes to the existing chart.