Using the Data Import Preview

Using the Data Import Preview

To ensure a successful bulk import of your People & Teams data we may send you the data import preview so that you can confirm everything will be imported as expected. This is a very important process particularly during onboarding when the first data imports are being processed.

Organisation View

The Organisation View is the popular choice as it enables the following:
  1. Confirmation of organisation structure visually
  2. Check individual users team assignment
  3. Review individual teams' result viewers 
  4. Clear overview of numbers and changes

Here's what is looks like



Table View

The Table View is useful for specific changes such as:
  1. Large organisation changes resulting in deletions & creation of large number of teams
  2. Filtering for deleted, changed or new teams
  3. Detailed break down of changes for each team in terms of team members and result viewers

Here's what it looks like


How to view users 

  1. Choose your view
  2. Click on the Entire Organisation or a specific team
  3. Search for the users email address or ID
  4. Check the users Assignment & Status
You can filter for or sort by deleted or new users by checking and unchecking the boxes.
Here's what it looks like

How to view managers (report access)

  1. Choose your view
  2. Click on the team of interest
  3. Select the Result Viewers tab
  4. Search for the users email address or ID
  5. Check the users Assignment & Status
You can filter for or sort by deleted or new report access by checking and unchecking the boxes.

Here's what it looks like


How to view teams

  1. Choose your view
  2. Find your team
    1. via Organisation view
      1. Navigate to the team of interest in the Org chart
    2. via Table view
      1. filter for deleted, new or changed teams

You can filter for or sort by deleted or new teams by checking and unchecking the boxes.

Here's what it looks like



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