Using the Data Import Preview

Using the Data Import Preview

To ensure a smooth bulk import of your People & Teams data, Teamgage may provide you with a Data Import Preview. This allows you to confirm that all data will be imported correctly before it is finalised. This step is especially important during onboarding, where your first data imports are being processed.
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You can switch between Organisation View and Table View depending on the type of changes you need to review.
In either view, you can filter or sort by deleted or new users by checking and unchecking the relevant boxes.

Organisation View

The Organisation View is the most commonly used option, as it allows you to:
  1. Visually confirm your organisation structure
  2. Check individual users' team assignments
  3. Review team result viewers 
  4. Get a clear overview of team numbers and structural changes

Here's What It Looks Like


Table View

The Table View is particularly helpful when managing large changes such as:
  1. Organisation-wide updates involving the deletion or creation of many teams
  2. Filtering for deleted, changed or new teams
  3. Reviewing detailed breakdowns of changes for each team (team members and results viewers)

Here's What It Looks Like

How to View Users 

  1. Select your preferred view (Organisation or Table)
  2. Click Entire Organisation or a specific team
  3. Search for the user by email address or ID
  4. Review the user's Assignment and Status

Here's What It Looks Like

How to view users

How to View Managers (Report Access)

  1. Select your preferred view (Organisation or Table)
  2. Navigate to the relevant team
  3. Click the Result Viewers tab
  4. Search for the manager by email address or ID
  5. Check their Assignment & Status

Here's What It Looks Like

how to view managers

How to View Teams

  1. Via Organisation View
    1. Navigate through the organisation chart to the team of interest
  2. Via Table View
    1. Filter for delete, new or changed teams

Here's What It Looks Like