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Using the Bulk Importer to Import Manager Email
Using the Bulk Importer to Import Manager Email

Step-by-step instructions on how org admins can import manager email to create a reporting structure for their organizations

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Written by Lane Allison
Updated this week

Set your managers up for success

Set your managers and their teams up for success by importing a manager email for every user. This will automatically create Reporting Teams which will allow managers to see team dynamics, assess collective strengths and blindspots, and run team Activities.

How to import manager email for all existing users

  1. Navigate to the Bulk Importer in Admin Settings, under Organization Settings.

  2. Start by downloading the CSV of Current Users (see screenshot below).

  3. Open the CSV and fill in the email of each person's manager in the column titled Manager Email.

    1. For example, Avery is Jordan's manager. So in Jordan's row under the Manager Email column input Avery's email address.

  4. Re-import your CSV.

Once the import is completed, this information will be immediately reflected in the product experience for each person in your organization.

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