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Data upload tool allows you to add Organisations/Contacts/Assessments in bulk but can be also used as a tool to update information on the system in bulk (e.g. changing email addresses, name of person responsible within the organisation etc.). To find out more about updating information in bulk click here.
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An example of |
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Contacts bulk upload |
CSV file template: |
An example of Contacts bulk upload filled-in CSV file:
For all entities there are two possible actions, "C" which signifies that the entity is to be created new, and "U" which signifies that the existing entity is to be updated. To either create or update an entity please put the corresponding letter in the action column of the CSV file.
action - C (Create)
organisationName - Organisation name
primaryContact - Primary Contact (within the Organisation)
personResponsible - person responsible (within your Organisation)
active - TRUE/FALSE (TRUE 
action - in bulk upload of data, this field would always have value C
email - contact email address
firstName - contact name
lastName - contact last name
info - can include any internal notes about the contact that will be visible to all Managers on the system (optional, can be left blank)
employerOrganisationName - contact organisation name
isManager - if the contact should have Manager capabilities it should be TRUE, otherwise FALSE
isAssessor - if the contact should have Manager capabilities it should be TRUE, otherwise FALSE
isCompleter - if the contact should have Manager capabilities it should be TRUE, otherwise FALSE
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An example of filled-in Organisations bulk upload filled-in CSV file template: |
action - in bulk upload of data, this field would always have value C
organisationName - organisations' name
primaryContactEmail - organisations' primary contact email address (optional, can be left blank)
personResponsibleEmail - the person responsible within your organisation (optional, can be left blank)
active - TRUE if Company is active/ FALSE if the company is deactivated - (it will show in the Organisations tab only if you tick ‘Show deactivated’)
impact - can be number 0-5, fill in only if known; otherwise leave empty organisation’s impact on your organisation reflected in 1-5 value (1 - being very low impact to 5 - very high impact) if you are unsure this can be left blank, however in order to have a better view on the Dashboard it should be filled in
notes - internal notes /optional
Here is an example of a filled-in CSV file as an example:
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on the organisation that will be visible to all Managers on the system (optional, can be left blank)