- The most important fields in the csv file are Name, Last Name, Email, Team Name and the teamleader's name and e-mail. Keep it simple.
- The way teams are made in the system is by allocating people to their teamleader, the person they report to directly E.g. Anna (in orange in the org chart below) is a sales rep for the Benelux region and reports to John, so he is listed as her team lead
- Each of those teams need to have a name. There is absolutely no way around this, so even if they’re a subteam of a bigger team, they would have to be called something like John’s team or Sales Team Benelux (green)*
- In case John, as a teamleader, needs to report to someone above him, e.g. Mark the VP of Sales, then there needs to be another level added and he needs to be allocated to his leader. In the org chart below John reports to Mark in the team called Sales Management
- The only person that doesn’t have to be allocated to a team is the CEO
- We recommend you make the file top-down, starting with the CEO and working your way through the organisation.
Sales team Benelux = Anna, Rob, Thomas (orange)
Sales management Team = Jane, Charlotte and John (green)
Executive team= Mark, VP1 & VP2 (blue)
FYI: in Mark's check-in overview he will see Gloria and Jane, Charlotte and John, not their team members.
This comes together in the csv file like this:
Don't be mistaken, you can first make an excel file like the example above and convert it to a CSV file.
Find out how to import your custom fields in this article!
*You can also specify the type of a team, by including columns team_type1, team_type2 and team_type3. The values can be 'project' for a Project Team or 'organisation' for an Organisational Team.