Tools menu in the user panel gives us the option to do bulk data upload in CSV files (Assessments, Organisations, Contacts).
To bulk upload the data you need to download the template provided for the relevant section and fill it in. You can also download the ‘Example template’ which will have an example of a pre-filled CSV file ready for bulk upload and some guidance notes.
When you have the files that are ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and check for errors before it will be uploaded into the system. The system won’t let you upload if there are any errors in the file.
This page is a guide to bulk upload of Contacts/Organisations. If you would like to upload assessments in bulk, please see this guide.
If you would like to upload Organisations, Contacts and Assessments at the same time, make sure that you are uploading all of the CSV files at the same time and then click on ‘Validate CSV file(S)’. If you will try to upload those separately you may come across errors as the data won’t match.
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 the person responsible within the organisation etc). To find out more about updating information in bulk click here.
An example of filled-in Contacts bulk upload CSV file template:
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
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 - 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 on the organisation that will be visible to all Managers on the system (optional, can be left blank)
When you have the files that are ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and check for errors before it will be uploaded into the system. The system won’t let you upload if there are any errors in the file. Check your upload content and you can either go back to change it or go ahead and upload it.
