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Batch Insert and Update Nodes

Boost Your Efficiency

OrgChartX empowers you to create and manage complex organizational charts with ease. But what if you need to add or update multiple nodes quickly and efficiently? Look no further! This guide explores several methods for batch insert and update within OrgChartX, saving you time and effort.

Productive

Batch Inserting Nodes​

Indented Text​

Leverage the power of text! Copy and paste a well-structured indented text format containing node names into OrgChartX. This automatically creates a tree structure based on the indentation hierarchy.

For detailed steps, see the guide of insert multiple nodes en masse.

CSV Data​

Import a CSV file containing node information like names, titles, and departments. OrgChartX constructs the tree structure based on the data and assigns values to multiple columns simultaneously.

For detailed steps, see the guide of insert multiple nodes en masse.

Copy/Paste Branch​

Select an existing branch and copy it using keyboard shortcuts or the menu. Paste the copied branch into a new location to create a duplicate.

For detailed steps, see the guide of insert multiple nodes en masse.

Drag/Drop Branch​

Similar to copy/paste, drag an existing branch to its desired new location within the chart. This creates a duplicate branch in the new position.

For detailed steps, see the guide of insert multiple nodes en masse.

Batch Updating Nodes​

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Grid View Cell Editing​

In the grid view, efficiently update multiple cells within the same column. Select the desired cells and either copy/paste text from another source or directly enter the new values.

For detailed steps, see the guide of change cells in the grid view.

Grid View Multi-Column Editing​

Need to update multiple cells across different columns? In the grid view, select the desired cells across multiple columns and copy/paste data from a source like Excel or Apple Numbers. OrgChartX automatically updates the corresponding cells.

For detailed steps, see the guide of change cells in the grid view.

Apply Styles to Entire Branches​

Adjust color, shape, size, layout, line style, or field visibility for all children of a specific node at once.

For detailed steps, see the guide of apply Styles to Entire Branches.

Effortlessly Build Org Structures with AI​

OrgChartX empowers you to create stunning organization charts, but what if you need help structuring your data? AI comes to the rescue! This guide explores how various AI services can assist you in building tree structures for OrgChartX import, saving you time and effort.

For detailed steps, see: Unlocking the Power of AI

AI

Remember:

  • Each method offers unique advantages depending on your needs. Choose the one that best suits your data format and desired workflow.
  • Explore the linked resources for detailed step-by-step instructions on each method.
  • OrgChartX offers additional features like custom fields and data filtering for further customization and control.

Start using these batch insert and update functionalities to create and manage your organizational charts with unparalleled speed and efficiency!