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Data Import
Data Import

How to import your Organizational data

Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated this week

In this Help Doc

Import Events

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Events

  5. Download the sample CSV file

  6. Populate it with the needed values. Not all columns are required. See sample above.
    ​NOTE: To get the IDs for some of the above columns, you would need to export the Events report and copy the IDs from there. To do that, see Data Export for more info.

  7. Once your CSV file is ready for import, select the file.

  8. Click Start Importing

  9. The status of the import will be displayed. Also, here you can see all your previous imports.

  10. Your Events will be displayed

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Import Glossary Terms

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Glossary Terms

  5. Download the sample CSV file.

    NOTE: When filling in the CSV file with new Glossary Terms, leave the ID column empty. You would only need to use the ID column if you need to update existing Glossary terms. See image above. To get the IDs, you would need to export the existing Glossary terms first. See Export Glossary.

  6. Choose file you want to import

  7. Enter the Email address to receive the import results via email

  8. Click Start Importing

  9. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Graph Groups

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Graph Groups

  5. Download Sample CSV file and populate it with the needed values

  6. Choose File you want to import

  7. Enter Email address to receive the import results via email

  8. Click Start Importing

  9. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Graphs

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Graphs

  5. Download Sample CSV file and populate it with the needed values. Not all columns are required. See sample above. All graphs are standard graphs except Bills. The Bills graph is inverted (upside down) graph. Even though Frequency is not specified, it will be set to Weekly as a default setting.

  6. Choose File you want to import

  7. Enter Email address to receive the import results

  8. Click Start Importing

  9. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Graph Values

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Graphs

  5. Download Sample CSV file and populate it with the needed values.

    NOTE: The Sample CSV file will contain all your graphs. You only need to enter values for the needed graphs. If you leave the fields empty for the other graphs, it won't replace their existing values with zero. See sample above.

    Also, ensure the values match the correct days. If you try importing daily values into a Weekly graph, it might calculate the sum of the 7 days and add it for that week.

  6. Choose File you want to import

  7. Enter Email address to receive the import results

  8. Upload

Once the values are imported, the graphs will look like the image above.

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Import Groups

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Groups

  5. Download Sample CSV file and populate it with the needed values. You only need to specify a Group Name and Member Email. The member email is the member that will be added to that group. It's not possible to create empty Groups via import. See example above.

  6. Choose File you want to import

  7. Enter Email address to receive the import results

  8. Click Start Importing

  9. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Knowledge Assignments

Import Knowledge Assignments for Members

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Knowledge Assignments

  5. Choose File you want to import. The Sample CSV file requires a Knowledge Item ID and Member Email column. The Due Date and Message are optional. See example above.

    NOTE: To get the Knowledge Item ID, download the Knowledge Items export. See Data Export.

  6. Enter Email address to receive the import results

  7. Click Start Importing. The members will receive an email notification for the assignment.

  8. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Knowledge Assignments for Guests

  1. First, you need to add the Guests in MetaPulse. See How to Import Guests in Bulk.

  2. Now that the guests are added, use the steps from Import Knowledge Assignments for Members to do study assignments to guests. On step 5 in that Help Doc, use the guest emails in the Member Email column when preparing the CSV.

  3. Once the study assignment is done, the guests will receive an email notification for the assignment.

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Import Knowledge Items

Currently, the import supports renaming the existing Knowledge items and changing the Publication Date only. To prepare the CSV import file, do step 1 and 2 first:

  1. Export your Knowledge items. See Export Knowledge Items.

  2. You would only need the following 3 columns: ID, Name and Publication Date. Remove the rest. Modify the name or Publication Date of the items. Here's an example:

3. Go to Settings

4. Expand your Organization

5. Click Data Import

6. Select Knowledge Items

7. Choose file you want to import

8. Enter Email address to receive the import results

9. Click Start Importing

10. The status of the import will be displayed. Also, here you can see all your previous imports.

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Import Members

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Members

  5. Download Sample CSV file and populate it with your member details

  6. Choose file you want to import

  7. Click Start Importing

  8. The status of the import will be displayed. Also, here you can see all your previous imports.

TIP: For all date fields, we recommend using YYYY-MM-DD format to avoid any issues.

You will be emailed confirmation of import. Note, depending on the file size, it can take a few minutes to complete.

See also:

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Import Team Charts

  1. Click Settings

  2. Expand your Organization

  3. Click Data Import

  4. Select Team Charts

  5. Choose File you want to import. First, you need to create the CSV file. To do that, we recommend that you follow this tutorial: Getting Started with Team Charts & Using the Team Chart Creator.

    NOTE: If you want to add members on their positions during the import, you would need to ensure all members are added in MetaPulse first, otherwise the import will fail. See 0:34 STEP 0 - Adding Members (optional).

    If you don't want to add members during the Team Chart import, you can skip this step.

  6. Enter Email address to receive the import results

  7. Click Start Importing

  8. The status of the import will be displayed. Also, here you can see all your previous imports.

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