To perform data import, it is important to request the release of the import screen to the CSM responsible for the account.
When there is a need to delete multiple participants from a review in a mass operation, it is possible to do so through importing to optimize time.
In this article, we will present the necessary steps to perform the import and fill out the spreadsheet, providing a detailed guide to facilitate this process.
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 "[REVIEW] Delete participants";
Click on the "Template" button.
How to fill in the template?
The spreadsheet consists of 3 columns, which are as follows:
Column A: Email of the person being evaluated.
Column B: Email of the evaluator.
Column C: Whether that pair should be deleted or not - filled with "yes" or "no".
⚠️ If Column C is left empty, that row will not be deleted. The platform only deletes rows with "yes" in Column C. It is not necessary to include all participants; you can specify only the pairs to be deleted.
🛑⚠️ Important: When this action is performed, the evaluator's responses are also deleted and CANNOT BE RECOVERED.
🟣 Tip: To facilitate the deletion process, you can export the participants in bulk, filter out the desired collaborators in the spreadsheet, and copy their emails.
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, you will paste the link in the designated field and choose the review that contains the participants to be deleted. Then, simply save the changes made.
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.
🛑⚠️ Attention: Make sure that the review in which you want to delete participants in bulk is in the 'live' status and with visibility enabled.
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 error occurs because the participant pair does not exist within the review.
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 🚀 😄
What did you think of the article? Leave your feedback below 👇