Introduction
Required role: Super admin.
The bulk upload features enables admins to create or update multiple records at once by importing data from a supported file. Instead of creating or updating records individually, you can prepare your data in a CSV or XLSX file and upload it to Perform & Engage 365 in a single operation.
The Bulk Upload feature helps admins:
- Add large amounts of data efficiently.
- Update existing records in bulk.
- Reduce repetitive manual data entry.
- Maintain accurate and consistent information across the platform.
- Preview changes before they are applied.
Bulk upload page supports several upload types, enabling you to manage different kinds of organizational data from a single location.
In this article, we introduce you to the bulk data upload features and provide links to articles that show you how to use them.
IMPORTANT
Bulk upload can update large numbers of user records at once. Before importing a CSV file, verify that the data is accurate and up to date. Incorrect values in the import file can overwrite existing information across your organization, including manager hierarchies and person property values. We strongly advise you to review the file carefully and validate the data before completing the import.
In this article:
Open bulk upload
1. Select the cog icon at the top of your dashboard then Organization Settings. The settings page opens on the License tab.
2. Select the Bulk Upload tab. The Bulk Upload page opens.
Bulk data upload features
The following bulk data upload features are available. Select a link to learn more about each upload type:
- Users. Create user records or update existing user information in bulk.
- Departments. Create or update department information in bulk.
- Goals and OKRs. Create of update goals and OKRs in bulk.
- Vacation records. Create or update vacation, time-off, and other planned absences in bulk.
- Competencies. Create or update competency records in bulk.
- Training packages. Create or update training packages in bulk.
- Training records. Create or update learner training records in bulk.
- Person properties. Create or update employee person property values in bulk.
- Employee files. Associate employee-related files with user records.
Typical upload process
This section shows the typical process for uploading data in bulk. For specific steps for each upload type, select a link in Bulk data upload features.
The typical process is:
1. Select the required Upload type (the type of data you want to create or update) from the drop-down list.
2. Select Download example file.
3. Populate the downloaded file with the relevant information, following the guidelines for the specific upload type.
4. Return to the Bulk Upload page.
5. Choose a .csv or .xlsx file to upload.
6. Select Preview. After uploading a file, the system displays a preview of the records that will be processed. Review the information carefully before applying any changes.
7. Apply your changes. Select Apply changes to begin processing the uploaded records.
The imported records are then processed by the system. The system creates new records or updates existing records based on the information in the uploaded file.
8. Check the uploaded data
Related settings
The License tab is part of Organization Settings, where admins can configure and manage various organization-wide settings for Perform & Engage 365. For information about other organization settings, see this article.