Import Data

When you first create your account in Success.co, you’ll see a checklist on the lower left side of your dashboard. Click “Add your data” to open the setup options.

A pop-up will appear asking how you’d like to add your data.

Choose How to Add Your Data

You’ll see three options:

1. Start Fresh

Use this option if you’re new to EOS software or prefer to build everything from scratch.

• Manually add your teams and members
• Set up your Accountability Chart, Scorecard, Rocks, and more
• Best for brand new setups

2. Import from Spreadsheets

Use this option if you already have your data in Excel or CSV format.

• Upload your data using pre-built templates
• Quickly populate Scorecards, Rocks, To-Dos, and more
• Ideal if you’ve been tracking EOS tools outside of software

3. Migrate from Another Platform

Use this option if you’re coming from another EOS platform.

• Import data from Ninety, EOS One, or Bloom Growth
• Bring over your existing structure and data
• Fastest way to transition without starting over

After selecting Start Fresh, you’ll be prompted to set up your teams.

This step allows you to create the teams that will run meetings and manage work inside Success.co.

Default Team

You’ll see a Leadership Team already created by default.
This team is set up automatically and cannot be renamed at this stage, but you can update it later after setup.

You can still choose:

• The team type
• The team color

Adding a New Team

To create additional teams:

1. Enter a Team Name
2. (Optional) Add a Description
3. Select the Team Type:
   • Standard: Used for teams running L10 meetings and managing work
   • Same Page: Designed for 1:1 meetings only and limited to two members
4. Select a Team Color from the color dropdown
5. Click + Add

Repeat this process for each team you want to create.

Adding a New User

After setting up your teams, you’ll be prompted to add users.

To add a user:

1. Enter their First Name
2. Enter their Last Name
3. Enter their Email Address
4. Select their Permission Level
5. Assign them to a Team
6. Click + Add user

Repeat this process for each team member.

Permission Levels

Each user can be assigned a permission level based on their role:

• Owner – Full access to all settings and data
• Admin – Can manage most settings and users
• Manager – Can manage teams and run meetings
• Team Member – Can participate in meetings and tasks
• Observer – Read-only access
• Implementer / Practice Manager – Same access as Admin, with access to People Analyzer and Implementer Hub, but cannot be assigned items

Sending Invite Emails

After adding users, you’ll have the option to send or not send invite emails:

• Toggle “Send invite” ON to immediately send an email invitation
• Toggle “Send invite” OFF if you prefer to invite them later

This gives you flexibility if you’re still setting things up before bringing your team in.

After adding your users, you’ll see a final setup screen to help you get started.

This step provides quick access to helpful guides so you can confidently run your first meetings in Success.co.

You can always revisit these guides later in the Docs section if you need a refresher.

If you choose Import your data from spreadsheets, you’ll see a setup screen to guide you through the process.

This option allows you to upload your existing data using Excel or CSV files.

Step 1: Spreadsheet Import Guide

Click on Spreadsheet Import Guide to learn how to format your files correctly.

This helps ensure your data imports smoothly into Success.co.

Step 2: Download Templates

Click Download Templates to access pre-built templates for:

• Scorecard
• Rocks
• To-dos
• Headlines
• Issues
• Accountability Chart
• Users

Using these templates ensures your data matches the required format for a successful import.

Step 3: Ready to upload?

Once your files are ready, upload them inside the relevant sections in Success.co using the 3 dot icon and selecting Import Excel/CSV option.

If you choose Migrate from another platform, you’ll see the Migrate your data screen.

This option allows you to bring your existing data from another EOS platform into Success.co.

Step 1: Select platform

Click the Select platform dropdown and choose the platform you’re migrating from:

• Ninety
• Strety
• EOS One
• Bloom Growth
• Other

Step 2: Continue setup

After selecting your platform, click Continue to proceed with the migration process.

Migrate your data (Ninety, Bloom Growth, EOS One)

After selecting Ninety, Bloom Growth, or EOS One, you’ll be prompted to choose how you’d like to proceed with your migration.

Option 1: Use our import tool (Fastest – ~15 min)

This option allows you to migrate your data yourself using our desktop app.

• Download the desktop app
• Import and migrate your data in minutes
• Currently supported on MacOS and Linux (Windows coming soon)

Click Download Desktop App to get started.

Option 2: Let our team migrate your data (7–10 business days)

Prefer a hands-off approach? Our team can handle everything for you.

• We’ll manage the full migration process
• You’ll just need to grant us access to your account
• We’ll ensure your data is properly transferred

Click Start migration process to begin.

To import your data from Ninety, select Ninety from the dropdown and click Continue.

Then select how you’d like your data to be migrated. To automatically download your data, select Use Import Tool and click Download Desktop App.

Step 1. Once the desktop app is downloaded, open it and login. Then go to settings by selecting your company name or logo and click on Import data from the sidebar.

Then select Ninety from the options.

Step 2. Click the Open Ninety Window button. A pop-up window will appear asking you to log in to Ninety. Go ahead and log in.

After logging in and making sure you are logged in to the correct company, click Next.

Step 3. Choose which teams you would like to bring over from Ninety.

• All teams are selected by default.
• Toggle OFF any teams you do not want to import, or click Deselect all and select only the teams you need.
• Only the teams you keep selected will be created in Success.co.
• Only people who belong to the selected teams will be imported.
• Your selections here will not affect the rest of the data being imported.

Once you have selected the teams you want to import, click Next to continue.

Step 4. Click Import Teams to fetch your team names from Ninety.

Then you'll be asked to select which will be marked as your Leadership Team, select from the drop down and click Save then select Next.

Step 5: Import People

Import users from Ninety into Success.co.

• Click Import people to begin importing users.
• People whose email addresses already exist in your Success.co account will either be updated or skipped.
• Email notifications will be turned off by default for all imported users. Users can turn them back on by going to Settings → Notifications.
• The Import people with no team option is OFF by default. This means people who are not assigned to a team in Ninety will not be imported.
• Toggle Import people with no team ON if you would also like to bring those users into Success.co.

Once the people have been imported successfully, click Next to continue.

Step 6: Choose What to Import

Choose which teams and data you would like to import from Ninety into Success.co.

• Everything is selected by default.
• Under Teams, toggle OFF any teams you do not want to include, or click Deselect all and select only the teams you need.
• Under Data to import, choose which types of data you want to bring over, including To-dos, Issues, Scorecard, Accountability Chart, Meeting Agendas, Linked Items, Headlines, Rocks, S.W.O.T., V/TO, and Processes/SOPs.
• Toggle OFF any data you do not want to import.
• You can also use Deselect all to quickly clear all selections within either section.

Once you have reviewed your selections, click Next to continue.

Step 7: Import Remaining Data

Import the remaining data you selected in the previous step.

• The import will process each selected item one at a time.
• The Status column shows whether each item is Importing, Pending, or completed.
• The Message column will display any relevant information or errors for each item.
• You can track the overall import using the Progress counter at the bottom.

Important: While the import is in progress, do not click Back or Next, and do not refresh the page. Doing so will stop the import.

Wait until all selected items have finished importing. Once the import is complete, click Next to continue.

Once the migration has finished, you’ll see the Import Complete confirmation screen.

This means your teams, people, and data have been successfully imported into Success.co and are ready to use.

Click Done to exit the import tool and start reviewing your data in Success.co.

Step 1. To import your data from EOS One, select EOS One from the dropdown and click Continue.

Step 2: Log in to EOS One

After selecting EOS One as your migration source, you’ll need to connect to your EOS One account so Success.co can access the data you want to import.

Log in to EOS One

1. Under EOS One region, select the region where your EOS One account is hosted:
   • United States
   • Canada
   • United Kingdom
   • Australia
   • Europe
   • South Africa
2. Click Open EOS One window.
3. A new window will open. Log in using your EOS One account credentials.
4. Once you have successfully logged in, return to the Success.co migration page. Success.co will automatically detect that you are logged in.
5. Click Next to continue with the migration.

Important: Make sure you select the correct EOS One region before opening the login window. The region should match the region associated with your EOS One account.

After logging in to the EOS One window, make sure the selected company matches the company you want to migrate from EOS One. If it’s not the correct company, click Change Company, then select Next.

Step 3. Choose which teams you would like to bring over from EOS One.

• All teams are selected by default.
• Toggle OFF any teams you do not want to import, or click Deselect all and select only the teams you need.
• Only the teams you keep selected will be created in Success.co.
• Only people who belong to the selected teams will be imported.
• Your selections here will not affect the rest of the data being imported.

Once you have selected the teams you want to import, click Next to continue.

Step 4. Click Import Teams to fetch your team names from EOS One.

Then you'll be asked to select which will be marked as your Leadership Team, select from the drop down and click Save then select Next.

Step 5: Import People

Next, import the people associated with the EOS One teams you selected in the previous steps.

Import People from EOS One

1. Success.co will fetch people associated with your selected EOS One teams and add them to your Success.co account.
2. If a person’s email address already exists in your Success.co account, their existing profile will be updated or skipped to avoid creating a duplicate.
3. By default, people who do not belong to a team in EOS One will not be imported. If you would also like to bring these people across, turn on Import people with no team.
4. Click Fetch and import people from meetings to begin importing the people from EOS One.
5. Once the import has completed, click Next to continue to the next step.

Important: Email notifications are automatically switched off for imported users. Each user can turn them back on by going to Settings → Notifications in Success.co.

Step 6: Choose What to Import

Next, choose which teams and types of data you would like to import from EOS One into Success.co.

Select Your Data to Import

1. Everything available for import is selected by default.
2. Under Teams, review the teams you selected earlier. Turn off the toggle next to any team you do not want included in this part of the migration.
3. Under Data to import, choose which types of EOS One data you want to bring across. You can import:
   • To-dos
   • Rocks
   • Headlines
   • Issues
   • Scorecard
   • Accountability Chart
   • V/TO
4. Turn off the toggle next to any data type you do not want to import.
5. You can also click Deselect all to clear all selections within either the Teams or Data to import section, then manually select only what you need.
6. Once you have reviewed your selections, click Next to continue.

Important: Only the teams and data types that remain selected will be included in the import. Review your selections carefully before continuing.

Step 7: Import Remaining Data

In this step, Success.co will import the remaining data you selected from EOS One.

Choose How to Handle Archived Rocks

Before starting the import, use the Archived Rocks handling dropdown to choose how archived Rocks from EOS One should be handled:

• Keep as Archived: Imports archived Rocks and keeps them in the Archive in Success.co.
• Map archived On Track / Off Track to status: Imports the archived Rocks and uses their On Track / Off Track information to determine their status in Success.co.
• Exclude archived Rocks: Archived Rocks will not be imported into Success.co.

Import the Remaining Data

1. Select your preferred option under Archived Rocks handling.
2. Review the list of data that will be imported. Depending on your selections from the previous step, this may include To-dos, Rocks, Headlines, Issues, Scorecard, and Accountability Chart.
3. Click Start importing remaining data.
4. Success.co will import each selected data type one at a time. You can follow the progress in the Status column.
5. Wait for all selected items to finish importing.
6. Once the import is complete, click Next to continue.

⚠️ Important: While the import is in progress, do not click Back or Next, and do not refresh or close the page. Doing so will stop the import.

Step 8: Import V/TO

In this step, you can import one or more V/TOs (Vision/Traction Organizer) from EOS One into Success.co.

Import Your V/TOs

1. Review the list of available V/TOs displayed on the page.
2. Click Import all V/TOs to begin importing the available V/TOs into Success.co.
3. Each EOS One V/TO will be saved as a separate version in your V/TO history. If multiple versions are imported, only the most recently updated version will become your current live V/TO.
4. You can follow the progress of the import using the Status column.
5. If you do not want to import any V/TOs, click Skip V/TO instead.
6. Once the V/TO import is complete, click Next to continue.

Note: Importing all V/TOs preserves each revision as a separate version. If you re-import a V/TO later, the corresponding version will be updated rather than creating another copy.

Import Complete

Once all selected data has been successfully imported, you’ll see the Import complete confirmation screen.

Click Download migration summary to download a summary of the completed migration.

Recommended: After completing the migration, review the imported teams and key data in Success.co to make sure everything has come across as expected.

To import your data from Bloom Growth, select Bloom Growth from the dropdown and click Continue.

Step 1. Select how you’d like your data to be migrated. To automatically download your data, select Use Import Tool and click Download Desktop App.

Step 2. Click the Open Bloom Growth Window button. A pop-up window will appear asking you to log in to Ninety. Go ahead and log in.

After logging in and making sure you are logged in to the correct company, click Next.

Step 3. Choose which teams you would like to bring over from Bloom Growth.

• All teams are selected by default.
• Toggle OFF any teams you do not want to import, or click Deselect all and select only the teams you need.
• Only the teams you keep selected will be created in Success.co.
• Only people who belong to the selected teams will be imported.
• Your selections here will not affect the rest of the data being imported.

Once you have selected the teams you want to import, click Next to continue.

Step 4. Click Import Teams to fetch your team names from Bloom Growth.

Then you'll be asked to select which will be marked as your Leadership Team, select from the drop down and click Save then select Next.

Step 5: Import People

In this step, you’ll import the people associated with your selected Bloom Growth meetings into Success.co.

Import People

1. Click Fetch and import people from selected meetings to begin the import.
2. Success.co will fetch the people from the Bloom Growth meetings you selected earlier and import them into your account.
3. If a person’s email address already exists in Success.co, their existing profile will be updated or skipped to avoid creating a duplicate.
4. Wait for the people import to finish, then click Next to continue.

Note: Email notifications are automatically switched off for imported users. They can turn them back on by going to Settings → Notifications.

Step 6: Choose What to Import

Choose which teams and data you want to import from Bloom Growth into Success.co.

1. All available teams and data are selected by default.
2. Under Teams, review the teams you want to import, such as Leadership Team, Sales, Marketing, Operations, Finance, and Customer Success. Turn off any team you do not want to include.
3. Under Data to import, choose the data you want to bring across:
   • To-dos
   • Rocks
   • Headlines
   • Issues
   • Scorecard
   • Accountability Chart
   • V/TO
4. You can use Deselect all to quickly clear the selections in either section.
5. Once you’re happy with your selections, click Next to continue.

Step 7: Import Remaining Data

In this step, Success.co will import the remaining data you selected from Bloom Growth.

Choose How to Handle Archived Rocks

Before starting the import, use the Archived Rocks handling dropdown to choose how archived Rocks from Bloom Growth should be handled:

• Keep as Archived: Imports archived Rocks and keeps them in the Archive in Success.co.
• Map archived On Track / Off Track to status: Imports the archived Rocks and uses their On Track / Off Track information to determine their status in Success.co.
• Exclude archived Rocks: Archived Rocks will not be imported into Success.co.

Import the Remaining Data

1. Select your preferred option under Archived Rocks handling.
2. Review the list of data that will be imported. Depending on your selections from the previous step, this may include To-dos, Rocks, Headlines, Issues, Scorecard, and Accountability Chart.
3. Click Start importing remaining data.
4. Success.co will import each selected data type one at a time. You can follow the progress in the Status column.
5. Wait for all selected items to finish importing.
6. Once the import is complete, click Next to continue.

⚠️ Important: While the import is in progress, do not click Back or Next, and do not refresh or close the page. Doing so will stop the import.

Import Complete

Once the migration has finished, you’ll see the Import complete confirmation screen.

Click Download migration summary to download a summary of the data imported from Bloom Growth.

Recommended: Review the imported teams, people, and data in Success.co after completing the migration to confirm everything has come across correctly.

After importing your data, mark the "Add your data" as done and move click on Review your team. You'll see a pop up which gives you the option to:

• Review imported users and team assignments
• Change user permissions
• Assign users to one or multiple teams
• Choose whether to send invites immediately
• Add additional users manually

Send Invite

Toggle this ON if you want the user to receive their invitation email immediately.

How to Edit a User

1. Locate the user in the list
2. Click on their Team field to change team assignments
3. Click on the Permission dropdown to update access
4. Toggle “Send invite” ON or OFF depending on whether you want to invite them now

How to Add a New User

At the bottom of the screen:

1. Enter:
   • First name
   • Last name
   • Email address
2. Select:
   • Permission level
   • Team assignment
3. Click Add user

Schedule a Meeting

Use this when planning ahead.

Steps:

1. Click Start a Meeting
2. Select the Schedule tab
3. Choose your Team
4. Select the meeting type (e.g., Weekly L10 Meeting – EOS®)

Then complete the Meeting Details:

1. Description (optional)
2. Date
3. Time
4. Repeats
   • Does not repeat
   • Weekly
   • Monthly
   • Yearly
   • Custom
5. Add a Video Call link
6. Click Schedule a Meeting

Your meeting will now be scheduled and visible in your Meetings list.

You're all set! You can now start exploring Success.co.

To book other meetings you can refer to the guide below.