Importing your People Data & Team Hierarchy

Importing your People Data & Team Hierarchy During Implementation


During onboarding, our team will guide you through the initial setup of your team structure in Teamgage. We'll create your organisational hierarchy and the teams that make up each level/department/group. Whether you're 50 people or 5000 people we'll recommend a structure that matches your organisation's hierarchy, makes sense to your leaders, and is easy to maintain.

There are 3 simple steps
  1. Add your People Data & Hierarchy info into the data template (the template is attached at the bottom of this page)
  2. Upload the template in the Teamgage Portal
  3. Teamgage will create your structure 

1. How to access the People Data & Team Hierarchy template

You'll find a copy of the template attached to this article. For more information please see Understanding the People Data & Team Hierarchy template

2. How to upload the file?

Once you've added your people & team hierarchy data into the template, simply upload it in the Teamgage Portal. We take data privacy & security very seriously - we'll never share this data over email. Learn how to securely upload data in Portal here.

3. How to complete the setup process?

If required our team will create rules to transform your data and put them into our data converter so it is ready for all future imports, putting your data in a format that suits us both. Next we will run an import preview for you to check the team structure and team memberships are correct. Learn about the Import Preview here.
  1. Understanding the People Data & Team Hierarchy template
  2. Using the Simple People & Teams template import
  3. Uploading Your People & Teams Data File In Teamgage
  4. Using the Data Import Preview
  5. Updating your People Data & Team Hierarchy 
  6. User Management section portal
  7. Team Management section portal

If you have any questions about using the template contact support@teamgage.com. 

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