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.

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

    • Related Articles

    • Understanding the People Data & Team Hierarchy Template

      You'll find a copy of the template attached to this article. Important notes The template has example data, make sure you delete this before adding in your own. Don't change the column titles. You can save the file name as anything you want. Every ...

    • Updating your People Data & Team Hierarchy

      Over time, you'll need to make changes to the people data & team hierarchy in Teamgage. This happens if your team hierarchy changes and as people join your organisation, leave your organisation, or simply move teams. You can make those changes with: ...

    • Using the Simple People & Teams Template to Make Bulk Changes In Teamgage

      You will need to have an Admin profile to access this section of Teamgage. If you can't see that section, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com). To keep the People Data & Teams structure current you'll need ...

    • Uploading Your People & Teams Data File In Teamgage

      At Teamgage, we take the responsibility of our customers' data seriously. This means no people data is ever shared over email. Instead we provide a simple File Upload in the Teamgage portal. This is a secure environment, providing encryption of your ...

    • Understanding the Simple People & Teams Template

      Your Simple Export, is a spreadsheet file made of two tabs: Teams: All of your teams in the Teamgage (Eg. a group that has a Results Dashboard in Teamgage) Users: All of your users in Teamgage (this include Team members that submit, team leaders, and ...