DX enables you to define teams and organizational hierarchies to power filtering, roll-ups, and reporting throughout the platform. You can create and manage hierarchies in two ways:
For small teams or one-off updates, teams can be created and updated manually in the DX UI. For larger organizations, teams can be managed via CSV upload or Workday RaaS integration.
CSV formats
DX supports four different CSV formats, depending on the structure of your organization and the systems you use. Choose the format that best fits your available data:
CSV format | Description |
Team hierarchy | A list of contributors with their team names, parent teams, and team leads. |
Team hierarchy with IDs | A list of teams, each with a unique ID, parent team ID, team lead, and member list. |
Workday | Tailored for organizations using Workday. You can optionally expose a RaaS endpoint to enable automated syncing with DX. |
Management hierarchy | A list of employees and their direct manager relationships. |
For full details about each of these CSV formats, as well as examples, please see our Google Worksheet.
CSV upload methods
To ensure data is processed accurately and efficiently, your DX account manager will guide the CSV upload process. There are several supported methods for transmitting CSV files to DX:
Method | Description |
Email, Slack, or MS Teams | Share your data file directly with your DX account manager through any of these channels. |
DX UI | Upload data files directly through the Admin > Org CSVs section in the DX app. |
DX Web API | Automate file uploads using our API. For more information, see our Web API documentation. |
Workday RaaS | Set up a Workday RaaS endpoint to enable DX to fetch data automatically. For more information, see Workday RaaS Setup Guide. |