Bulk import or update people

Are you importing a bunch of new people to 15Five? Or wanting to make edits to multiple individuals' profiles at once? Use our bulk import tool add new people or update existing 15Five people using a CSV file full of individual information.

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Tip

If you are new to 15Five and need an example CSV to work from, a downloadable template can be found at the bottom of this page.


Import or update users from a CSV file

1. Click on the Settings menu at the upper right corner of your 15Five account and then click People.

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2. Once on the 'People' page, click on the 'Import' tab.

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3. Download your company's current employment structure by clicking the button labeled 'Download current structure'. Keep this document in a safe place in case any unintended changes are made when you upload your CSV.

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4. Review the column header options as well as the formatting requirements for CSV imports. If you want to add people to 15Five and assign them to a reviewer or group(s) at the same time, you can do that via the import too! Choose any or all of the below column names to be included in your import.

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5. Click Choose file and find the file from your computer that you would like to import. The file must be in UTF-8 CSV format, not Numbers or another format.

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Report 📊: Download a CSV of current individuals

6. Once you have selected the file that you want to import, a 'Preview import' screen will appear. Review the changes to be made before moving to the next step.

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IF YOU ARE ADDING NEW PEOPLE TO YOUR 15FIVE ACCOUNT, READ STEP 7. IF NOT, CONTINUE TO STEP 8. 

7. When it comes to sending invite emails to these newly imported people, you have two options.

  • If you want to send the invite emails, either immediately or on the start dates provided, make sure the 'Send invite email' box is checked and the Invite Message looks good.  

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    • People who are added via import with this box checked will appear as Pending on the 'Manage people' page—Pending meaning an invite email has been sent or will be sent on the start date.
  • If you do not want invite emails to be sent immediately or on the start date, uncheck the 'Send invite email' box. This may be helpful if you are waiting to send invites on an unconfirmed later date or if you're adding people for purposes of including them in an Engagement+ survey or to assign objectives to them ahead of time.
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    • People who are added with this box unchecked will appear as Created on the 'Manage people' page—Created meaning an invite email has not been sent and is not queued to be sent. You will need to manually send invite emails to these people when you're ready for them to log into 15Five. 
    • Manually send invite emails to these people at a later time using the Send invitation button on the 'Manage people' page.

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8. Click Finish import.

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FAQs

Billing

Q: Will I be automatically charged for new people I add to 15Five using the bulk import tool?
A: No. 15Five will not charge for invited/new individuals until the invite is accepted and the person becomes active. Billing for the new individual(s) is prorated based on activated date and the time left in your current subscription period.

CSV fields

Q: What fields can I import/update via CSV?
A: For a full list of fields that can be managed via CSV import, visit the bulk import page in 15Five. Please read that page in its entirety before creating a bulk import CSV, as it contains important information regarding each individual field. 

Q: I want to import a field that isn't listed on the bulk import page. Is that possible?
A: It just might be! See this article for information on how to bulk update custom attributes.

Q: What field do you read to know which person to update?
A: We use employee email as the unique identifier. That means if you're, for example, looking to update the job title via bulk import, your CSV only needs to include the email column and the title column. 

Q: Do you update every field every time a bulk import occurs, or only the things that have changed?
A: We only update fields that change. For example- if you upload a CSV on which the only change is a new job title for an individual, as long as you make that title change in the row that contains the individual's current email address, the job title will be updated.

Q: If I don't include an individual or field on my bulk import, will they be deleted from 15Five?
A: No. 15Five will only update information for people and fields who are included on the import. If a person or field is not included on the CSV, that information will remain as is. 

Q: How does the 'start_date' field impact individuals' access to 15Five?
A: start_date is the date a new individual will be invited to and have access to 15Five (mm/dd/yyyy). This field is optional. If you'd like for a person to be invited/have access to 15Five immediately, leave this field blank or do not include it in your import. People without a start date will get an invite immediately and can sign into 15Five right away.

Q: Can I bulk deactivate users using a CSV?
A: Yes. To bulk deactivate, use the column header is_active and type "n" next to the email addresses of people whose accounts you'd like to deactivate.

Groups

Q: I want add users to new groups using the bulk import tool. How do I do that?
A: To add an individual to multiple groups, use the add_to_groupscolumn and list all groups separated by commas. For example: "Sales, SF Team, Customer Success". Please note: if you use the active_group_names column, you must include all groups an individual is in. Individuals will be removed from any groups not included in that column .

Q: How can I specify group type on a bulk import CSV?
A: If you’d like to specify the group type, please include a tilde (~) in between the group type and group: for example, "Departments~HR".

Q: Should I enter Smart Groups into the Active_Group_Names field in the CSV file?
A: No- you do not need to upload or update Smart Groups through the CSV. As you upload new employees, they will be placed into the corresponding Smart Group depending on the reviewer email you include in the CSV file.

Integrations

Q: Our team has an HRIS or SCIM integration. Can we still use the bulk import tool?
A: Yes. The bulk import tool is often utilized by SCIM/HRIS customers for fields that are not automatically updated via the integration.

Q: Our team has SSO enabled. Can I upload a CSV file before we launch and suppress the email invitations?
A: Yes. If you have SSO enabled will you see an option that reads "Do not send welcome emails to new users" and a checkbox. Check that box if you do not want imported people to get an invite. Please note: if you select this setting, invite emails cannot be resent at a later time. 

Errors

Q: What does the error "Oops! Your file was not successfully uploaded. Please make the corrections and try again. Can not decode file. Please ensure file is ASCII or UTF-8 encoded." mean?
A: If you see this error message, try re-saving your import as a CSV UTC-8 format and uploading again. This error is common when you try and upload an Excel file instead of a CSV file, but can easily be resolved by saving the file in the correct format.

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Check out these additional resources ⬇️

Success Center article 🗒: HRIS integration: BambooHR

Success Center article 🗒: How does adding/removing people impact billing?

 

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