Whole company set up from one spreadsheet
Upload one org chart to create employees, logins, reporting lines and access roles in one confirmed step.
LiveWhat does Bulk org-chart upload do? Go from signed contract to whole team working in an afternoon, not weeks of user admin.
How it works
Upload an Excel or CSV file. The preview changes nothing and shows who will be added, updated or is missing. People are matched by email and managers by name, with ties flagged. Confirming creates the staff records, sends login invites and assigns roles. Admins and the person uploading keep their roles, and missing people are never deactivated.
Tested on a real 1,729-row org chart through the live preview.
Step by step
- Prepare the sheet. An Excel or CSV file with one row per person: Name, Designation, Department, Email and Reports To.
- Upload it and check. In Admin, open Upload org chart, choose the file and press "Check the sheet". Nothing is saved at this step.
- Read the preview. Each row shows whether the person will be added, updated, left as they are, or cannot be saved yet.
- Fix problems in the sheet. Typical problems are a missing email, the same email twice, or a manager not found in the sheet. A manager name spelled slightly differently is matched and shown as a warning.
- Confirm. Kinnow saves everyone without a problem, managers first. It creates the people records, sends each new person an invitation, and gives access by role and department.
- Check the result. People already in Kinnow are matched by email and updated, not duplicated. Those missing from the sheet are listed and left alone.
What you see on screen
- Upload your org chart. "Choose your org chart file above, then press Check the sheet."
- People in the sheet. A table with a status for each row, a warning or problem note, and the access they will get.
- Access column. "Sees everything in the company", "Sees their own work and their team's" or "Sees only their own work".
- Not in this sheet. People added earlier but missing from this sheet. They are never removed or switched off.
Who uses it
| Who | When | What they do |
|---|---|---|
| Founder or administrator | On day one | Uploads the sheet, reads the preview and confirms. |
| HR head | After upload | Adds the details the sheet does not carry, such as date of birth and pay. |
| Reporting managers | From their first login | See their team's work as soon as they sign in. |
See your team set up from your own sheet. Send us a staff list and we will show the preview before anything is saved.
Ask how long your own set-up would take. Tell us your headcount and departments and we will plan it.
Related
- One directory - reporting lines and approvals from one list.
- Industry setup at sign-up - what is ready for your industry.
- Access reviews - checking who has what access afterwards.
- People - employee records, payroll and attendance.
Questions
What is Bulk org-chart upload in Kinnow?
Upload one org chart to create employees, logins, reporting lines and access roles in one confirmed step.
What changes for the business?
Go from signed contract to whole team working in an afternoon, not weeks of user admin.
Is it available today?
Yes, it is live.
Will the upload overwrite what I already set up?
It updates people it matches by email, including their roles. Those not in the sheet are listed and never removed. Administrators and the person uploading keep their access.
Can I see what will happen before anything is saved?
Yes. The preview changes nothing. It lists each row as added, updated, left as it is, or not yet possible, with the access each person would get.
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Your records and documents · ProcessesYour processes, mapped honestly
See each end-to-end process as a diagram showing which steps the system enforces and which are just notes.
Your records and documents · Your Statements, Your LayoutFinancial statements in your old system's format
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Your records and documents · Work-to-Money SettlementFinished field work becomes invoices and paperwork
Every completed duty, delivery or visit is priced with the calculation shown, and goes to billing when someone presses Settle.
Tell Kinnow what slows you down.
Answer three questions. Get the applications, the agents and a two-week plan for your business.