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.
Next you will need to fill out the following columns (mandatory):

  • coach_email

  • coachee_email

  • program_template

  • status

Please note: The 'status' column will require one of the following inputs:

  • Draft: The engagement will be uploaded as a draft first, neither the coach or coachee will be aware of this engagement.

  • Active: The engagement will be uploaded as 'Active', and will trigger a notification to to both the coach and coachee if they are active on the platform. If the coach/coachee are not active on the platform, they will not receive a notification.

  • Completed: This engagement will be uploaded in a completed state and will be stored as a completed engagement. No notification will go out.

Please note: When entering the start_date and end_date the format must be (2020-01-01) Year, Month, Day.

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!

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