Pingboard allows you to import data from TriNet into Pingboard with an easy CSV file import. A paid Basic or Essential tier plan is required.

First, export data from TriNet

Follow Trinet's instructions to export a CSV Summary from your Trinet instance.

Download your export, then edit the spreadsheet by removing any columns without data or fields that you don't want to import to Pingboard.

Next, import your data into your Pingboard account

Once you're finished editing your spreadsheet, it's time to import that CSV data into Pingboard. Use Pingboard's Org Chart import tools to import your exported CSV and build your Org Chart.

Note: CSV stands for "comma-separated values", a specific type of spreadsheet file that you can export or "save as" in most spreadsheet software (like Excel).

Import your CSV to Pingboard