If you have a Business Premium account or above, you're able to benefit from our bulk upload functionality. This article will show you the areas of the platform you can bulk upload information to, what information is required, and how to do it successfully.
We have a number of templates readily available to facilitate this. It is important to note that:
To ensure your upload will be successful, please do not edit or alter the column titles in any way
Not all fields are required from the template (mandatory fields will be explained further)
Ensure you are using the appropriate template for the information you are trying to upload
Follow the links below to upload the individuals you are wanting to integrate into your platform:
Bulk Upload: Employees
Invite your Employees to Connect
If you are a company account that has employees, you can use the bulk upload feature to upload all of your employees with ease.
From your Employees page, click Add Employee.
Select the ‘Upload CSV File’ option and click on ‘Download CSV template’.
To bulk upload your employees the first step is to download the template by clicking the “Download CSV Template” button. Once you have opened the template, the following columns are available for input.
*Bold items are mandatory and cannot be left blank:
First name
Last name
Email
Send invite.
Employee Title
Employee Level: for example, Manager
Company Location: If you have company locations set up in your Organisation Structure settings, you can enter a value here. For example, London Office or New York
Column Title | Description |
First Name (Required) | first name of the user |
Last Name (Required) | last name of the user |
Email (Required) | email of the user |
Send invite (Required) | The send_invite column will require a binary input. If you would like us to send an invite to the user to join the platform, you will need to enter 1. If you would not like an invite to be sent you should enter 0. If the user is not invited here, they can be invited again later. |
Employee Title (optional) | The job title of the user |
Phone (optional) | Contact number for user |
Employee Level (optional) | Seniority of user. For example, Manager |
Company Location (optional) | Where the user is based. For example, London or New York. |
Department (optional) | If you have created Departments in your Organisation Structure settings, you can specify here. For example, Marketing or Sales |
Sub-department (optional) | If you have created sub-departments linked to wider Departments, you can specify here. For example, Content Marketing or Sales Team A |
Is Coach (Optional) | A binary input to determine whether the user will be a coach. Enter 1 for yes, or 0 for no |
Uploading the Template
Now that your template is complete you will need to upload it. You can do this by clicking the “Add Employee” button in the Employees page and selecting “Upload CSV File”.
You will then click on Upload Employees and use the file picker, or drag and drop your template into the space.
Congratulations! You should now have your employees uploaded!
Bulk Upload: Engagements
If you are the company administrator (Global Admin) for your organization, you have the option of bulk uploading engagements rather than creating an engagement one-by-one!
From your Engagements page click Create New, then “Upload CSV File”.
Click on “Download CSV Template”
Uploading Engagements
To bulk upload your engagements the first step is to download the template by clicking the “Download CSV Template” button.
Once you have downloaded and opened the template, the following columns will be available for input (items in bold are mandatory)
Column Title | Description |
Coach Email (required) | The email of the coach selected for the engagement |
Coachee Email (required) | The email of the coachee selected for the engagement |
Program Template (required) | The engagement template you are using |
Status (required) |
|
Theme Library (Optional) | The theme library you are using for this engagement |
Session Location (Optional) | Where the sessions will be taking place - for example, Coaching.com Video |
Coach Pool (Optional - matching only) | The name of the coach pool you are assigning to the engagement if using coach matching feature |
Coach Matching Settings (Optional - matching only) | The coach matching settings you wish to apply to the engagement if using coach matching feature |
Start Date/End Date (Optional) | Start and end dates for the engagement for reporting and tracking purposes. When entering the start_date and end_date the format must be (2020-01-01) Year, Month, Day. |
Editor/Viewer (Optional) | The email address of the stakeholder you are adding into the engagement, and whether you'd like them to be able to edit the engagement or just view i |
Uploading Template
Now that your template is complete you will need to upload it. You can do this by clicking the “Create New” button on the Engagements tab and selecting “Upload CSV File”. You will then click on ‘Create New Engagements’ and use the file picker, or drag and drop your template into the space.
Congratulations! You should now have your engagements uploaded!
Bulk Upload: Clients
Bulk Upload: Clients
If you are a company account that sells coaching services (vendor) you can use the bulk upload feature to upload all of your clients with ease.
Please find a video summary below, along with a step-by-step walkthrough:
From your Clients page click Create New.
Select the type of client: Admins can choose from an individual client or a client company by clicking the “Create New” button and selecting “Upload CSV File”.
Each option will have a downloadable .CSV template that can be used to bulk upload your clients. (Please note that client companies and individual clients must be uploaded on separate .CSV files.)
Individual Clients
To bulk upload your individual clients the first step is to download the template by clicking the “Download CSV Template” button. Next you will need to fill out all of the columns on the template, you cannot leave any blank.
Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.
Client Company
To bulk upload your client companies the first step is to download the template by clicking the “Download CSV Template” button. Next you will need to fill out the columns on the template. Adding a contact email is optional.
Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.
Uploading Template
Now that your templates are completed you will need to upload them. You can do this by clicking the “Create New” button on the clients tab and selecting “Upload CSV File”. You will then click on the type of client you are uploading, and use the file picker, or drag and drop your template into the space.
Please note: You will need to repeat this process if you are uploading multiple templates.
Congratulations! You should now have your clients uploaded!
Bulk Upload: Vendors
Bulk Upload: Vendors
Invite Your Vendors to Connect
If you are a business account that contracts coaching services (coaching companies or independent coaches) you can use the bulk upload feature to upload all of your vendors with ease.
Please find a video walkthrough below, along with step-by-step instructions:
From your Vendors page, click Create New.
Select the type of vendor: Admins can choose from an independent coach or a vendor company by clicking the “Create New” button and selecting “Upload CSV File”.
Each option will have a downloadable .CSV template that can be used to bulk upload your vendors. (Please note that independent coaches and individual clients must be uploaded on separate .CSV files.
Independent Coaches
To bulk upload your independent coaches the first step is to download the template by clicking the “Download CSV Template” button. Next, you will need to fill out all of the columns on the template, you can not leave any blank.
Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.
Vendor Company
To bulk upload your vendor companies the first step is to download the template by clicking the “Download CSV Template” button. Next you will need to fill out the columns on the template, adding a contact email is optional.
Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.
Uploading Template
Now that your templates are completed you will need to upload them. You can do this by clicking the “Create New” button on the Vendors tab and selecting “Upload CSV File”. You will then click on the type of vendor you are uploading, and use the file picker, or drag and drop your template into the space.
Please note: You will need to repeat this process if you are uploading multiple templates.
Congratulations! You should now have your vendors uploaded!
Client Coachees
Client Coachees
From your Clients tab, you can upload coachees for clients in bulk. By clicking on the relevant client and navigating to the 'coachees' tab, you will select 'add new' and see an option for downloading a CSV file, shown below:
Columns in the template are as follows:
Column Title | Description |
Client (Required) | name of the client |
First Name (Required) | first name of the user |
Last Name (Required) | last name of the user |
Email (Required) | email of the user |
Send invite (optional) | The send_invite column will require a binary input. If you would like us to send an invite to the user to join the platform, you will need to enter 1. If you would not like an invite to be sent you should enter 0. If the user is not invited here, they can be invited again later. |
Employee Title (optional) | The job title of the user |
Phone (optional) | Contact number for user |
Employee Level (optional) | Seniority of user. For example, Manager |
Company Location (Enterprise Only) | Where the user is based. For example, London or New York. |
Department (Enterprise Only) | If you have created Departments in your Organisation Structure settings, you can specify here. For example, Marketing or Sales |
Sub-department (Enterprise Only) | If you have created sub-departments linked to wider Departments, you can specify here. For example, Content Marketing or Sales Team A |
Now that your templates are completed you will need to upload them. You can do this by clicking the “Create New” button on the client coachee tab and selecting “Upload CSV File”. You will then click on the type of client you are uploading, and use the file picker, or drag and drop your template into the space.
Congratulations! You should now have your template uploaded!