To perform data import, it is important to request the release of the import screen to the CSM responsible for the account.
Segments serve as "filters" that can be created and saved for later use in the following modules:
Performance Review: on the Team Results screen, during the calibration process of numerical averages.
Box: in the matrix, during the position calibration process.
Pulse Surveys: in the survey settings, when selecting a specific target group.
For more information on creating segments manually, you can refer to this article.
In this article, we will focus on creating segments in bulk through import.
Where can I find the spreadsheet?
With access granted to use the spreadsheet, you can find it on the Imports screen, under the Organization tab. Follow these steps when clicking on the blue "New Import" button:
Go to the "Organization" button;
Click on "Imports";
In the top right corner, click on "New";
Select the import called "[COMPANY] Segments";
Click on the "Template" button.
How to fill in the template?
The spreadsheet consists of 11 columns, which are as follows:
Column A: Collaborator's email
Column B: Segment name in PT (Portuguese)
Column C: Segment name in EN (English)
Column D: Segment name in ES (Spanish)
Column E: Is it a fixed segment? Should be filled with "yes" or "no"
Column F: Is it an acting group? Used to define the target audience of BPs (Business Partners). Should be filled with "yes" or "no"
Columns G to M: If column F is filled with "yes", these columns indicate whether each type of BP can see these fields. Should be filled with "yes" or "no"
⚠️ Only column A and one of the languages are mandatory. ⚠️
How to import on the Qulture.Rocks platform?
With the spreadsheet filled in with all the required and optional fields, you need to make the Sheets spreadsheet public and editable for everyone.
Click on "Share".
Set the access level to "Anyone with the link".
Set the role to "Editor".
Click on "Done".
⚠️ The link will be available on the same screen to make it easier to copy when needed.
In the import screen, we will paste the link in the indicated field and save it.
If the spreadsheet does not have any errors, when it is completed, the status will appear as "Done" If there is an error, the platform will indicate where it is located.
How to know which error occurred in my import?
The platform displays the errors directly on the Import screen, making it easier to identify issues in the spreadsheet. To fix the errors, you will need to investigate in more detail what needs to be corrected in the spreadsheet. It is recommended to check the error messages provided by the platform and review the corresponding fields in the spreadsheet. Make sure to correct any incorrect or missing information to ensure a successful completion of the import.
In the provided example, the user was not identified or found. This may be due to an incorrect email or the user not being added to the platform.
It is crucial to thoroughly review the spreadsheet and correct any identified errors before proceeding with the import. If errors persist, the data will not be imported into the platform. Feel free to import the data multiple times until all issues are resolved.
⚠️ If your importation encounters an error, no data will be updated. It is necessary to fix the spreadsheet and import again until the status shows "Complete".
FAQ
1) I use a different cloud storage other than Google. How can I import the file if I don't have the Google Sheets link?
Currently, we do not have integration with other cloud environments for this type of action. If you are unable to have the file in Google Sheets, you will need to request assistance from the chat team to perform the import for you. Simply provide the complete file and specify which assessment you would like to import the questions to.
Questions? #ChatWithUs 🚀 😄
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