When switching to 15Five from another performance management tool, you can bring several types of data with you. This article explains what can be imported, what comes through your HRIS integration, and what needs to be entered manually.
Before You Begin
- You need account admin access in 15Five.
- If you plan to use an HRIS integration, set that up first — see Add People to 15Five — Overview of Methods.
- Prepare your data exports from your previous tool before starting the import process.
What You Can Import
| Data type | Import method | Notes |
|---|---|---|
| Employee profiles (name, email, job title, department, manager) | HRIS integration or CSV upload | HRIS is the recommended method for ongoing sync. CSV is available for organizations without an HRIS integration. |
| Historical review data | Assisted import (contact your Customer Experience Manager) | Past performance review data from tools like CultureAmp, Lattice, or BambooHR can be imported. Work with your CXM to prepare the data format. |
| Goals and objectives | Assisted import or manual entry | Existing goals can be imported into 15Five's Objectives feature. Contact your CXM for bulk import options. |
| Competencies and career paths | CSV upload | See Competencies and career paths in Career Hub for CSV format requirements. |
| Job descriptions and responsibilities | CSV upload | See Bulk upload job descriptions and responsibilities via CSV. |
What Cannot Be Imported
- Check-in history — Check-in responses from other tools cannot be imported. Employees start fresh with 15Five Check-ins.
- 1-on-1 meeting notes — Notes from other tools are not importable. Consider keeping your previous tool accessible during the transition period.
- Engagement survey responses — Historical survey data from other platforms cannot be imported into 15Five's Engage module.
Recommended Migration Steps
- Set up your HRIS integration (or upload employees via CSV) to establish your org chart and employee profiles.
- Export data from your previous tool — review history, goals, competencies, and job descriptions.
- Contact your Customer Experience Manager to discuss which data can be imported and the required formats.
- Upload competencies and career paths via CSV in Career Hub settings.
- Configure your first review cycle in 15Five — you do not need to wait for historical data to be imported.