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. 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 4. Select Import People to import people or users from you Ninety Directory. Then select Next.

Note that some deleted users who has existing data assigned to them will be migrated as well so the data can be assigned properly to the right users.

Step 5. Importing your data. First you'll need to select how you'd like us to store your Rocks or if you want them not included in the migration, choose an option from the Archived rocks handling drop down menu. Then click on Start Importing remaining data.

You’ll be able to track the progress of each section individually, including:

• To-dos

• Rocks

• Headlines

• Issues

• Scorecard

• SWOT

• Accountability Chart

• V/TO

Once an item is completed, its status will update to Done.

Please keep the import window open while the migration is in progress. Depending on the amount of data, this may take a few minutes.

Once everything is completed select Next.

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. Login to EOS One by selecting Open EOS One window.

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. 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 4. Select Fetch and import People from meetings to import people or users from your EOS One meetings. Then select Next.

Note that some deleted users who has existing data assigned to them will be migrated as well so the data can be assigned properly to the right users.

Step 5. Importing your data - click on Start Importing remaining data.

You’ll be able to track the progress of each section individually, including:

• To-dos

• Rocks

• Headlines

• Issues

• Scorecard

• Accountability Chart

Once an item is completed, its status will update to Done.

Please keep the import window open while the migration is in progress. Depending on the amount of data, this may take a few minutes.

Once everything is completed select Next.

Step 6. Import V/TO - Import one or more V/TOs (Vision/Traction Organizer). Load the list to see available V/TOs and import them.

Each EOS One V/TO is saved as a separate version in V/TO history. Import all saves every revision; only the most recently updated becomes the current live V/TO. Re-importing one row updates that version.

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.

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. 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 4. Import data per Teams. Click on Open & import button to each team meeting data you want to be imported.

Then click on Start Importing remaining data.

You’ll be able to track the progress of each section individually, including:

• People

• To-dos

• Rocks

• Headlines

• Issues

• Scorecard

Once an item is completed, its status will update to Done.

Please keep the import window open while the migration is in progress. Depending on the amount of data, this may take a few minutes.

Once everything is completed select Next and repeat the same process until you complete migrating each teams/meetings you want migrated.

Step 5. Import your Accountability Chart and V/TO.

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.

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.