Skip to main content

Connect Your Data and Map Columns

Point Zenpo Org Chart at a SharePoint list or a CSV file, map roles to your columns, then choose how the tree is built and how it looks. Roles are not fixed column names. The selected view carries order, filter, and item limit. See How Zenpo Web Parts Use Your SharePoint Data.

The property pane groups are License, Data, Content mapping, Structure, Layout, Behavior, and Appearance (web part only).

1. Add the web part​

  1. Edit a SharePoint Online modern page.
  2. Add a web part and type Zenpo.
  3. Choose Zenpo Org Chart from News, people and events.

2. Choose a data source​

Under Data:

  1. Set Heading if you want a title. The default is Organization.
  2. Set Data source type to SharePoint list or CSV file.
  3. For a list, pick Data source (list) and a View.
  4. For a CSV, pick the Document library and the CSV file. The file must be a .csv in a library on this site. First row must be headers. Comma and semicolon delimiters are detected automatically. CSV only — not XLSX, not TXT.
  5. Set Cache duration. The default is 5 minutes (recommended).

If you would rather start from sample people, use Need a starter list? Create one with sample data. That creates an Employees list with fictional records and binds the part. The link appears only if you can create lists. See Create Starter Lists with Sample Data.

For an HR-system file, use an HRIS CSV export workflow: export CSV, store it in this site, select it, then map columns. Zenpo does not connect to Workday, ADP, SAP SuccessFactors, PeopleSoft, or any other HR system.

Date format (Auto, Month / Day / Year, Day / Month / Year) appears only when Hire date is mapped and the file or list has ambiguous dates.

3. Map content roles​

Under Content mapping, map:

  • Name (required)
  • Photo (optional)
  • Job title (optional)

Open ▸ More fields for:

  • Department (optional)
  • Location (optional)
  • Email (optional)
  • External marker (optional)
  • Hire date (optional)

Then map Additional metadata if you want them:

  • Primary badge
  • Secondary badge
  • Supporting text

Badge slots can take Tenure band when Hire date is mapped. The pane hint is Badges suit short values (Skills, Tenure, Employee type). Supporting text suits longer ones (Ask me about, Certifications).

Unmapped optional roles render nothing. Changing the list or file resets mappings. Changing only the view keeps them.

4. Set the hierarchy​

Under Structure, choose how who-reports-to-whom is stored:

  • Manager (lookup) on a SharePoint list
  • ID + ParentID on a list, or on every CSV (CSV offers only this model)

Then map Manager, or ID and ParentID.

The two models, roots, dual lines, and external people are documented on Hierarchy Models: Manager Lookup and ID + Parent ID.

If the list has no usable structure, the chart shows No structure found and No rows in the list have a mapped Manager. Map a Manager (person or lookup) column — or switch Structure to ID + ParentID in the pane.

If a CSV has no parent links, it shows No rows in the file link to a parent. Check that the ID and Parent ID mappings point at the columns that carry each person's key and their manager's key.

5. Set layout​

Under Layout:

  • Root person: default Auto-detect top. The dropdown lists only people who have at least one report, plus Auto-detect top.
  • Initial depth: 1 level (default), 2 levels, 3 levels, or All.
  • Viewport height: Compact — 420px, Standard — 600px (default), Tall — 800px, or Fill available viewport.
  • Node density: Photo + title (default) or Compact.
  • Department tint: off by default. It requires Department to be mapped.
  • PNG export: on by default.
  • Date stamp: on by default. It appears only when PNG export is on.

Choosing a Root person charts that branch. Everyone else who would have been a top-level person moves to the Unassigned strip. That is also the remedy when a PNG export is refused as too large. See Navigate, Focus, Zoom, and Export the Chart.

6. Set behavior and appearance​

Under Behavior:

  • Expand animation: Cascade (default), Unfold, or Simple.
  • Expand speed: 1 — Brisk (180 ms), 2 — Standard (300 ms) (default), or 3 — Relaxed (500 ms).

Under Appearance (web part only), set Color vibe, Accent color, Corner radius (default 6), and Node spacing (8 to 24, default 14). Appearance applies to this web part only. See Appearance Settings: Color Vibe, Accent Color, and Corner Radius.

Last updated on