[{"data":1,"prerenderedAt":2415},["ShallowReactive",2],{"docs:guide:import-data":3,"docs:nav":2256,"seo-settings":2397},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":46,"sections":2242,"seo":2251,"publishedAt":2254,"updatedAt":2255},"import-data","/docs/guides/import-data","Import Data",{"type":9,"children":10},"root",[11,28],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16,19,26],{"type":17,"value":18},"text","Getting started with ",{"type":12,"tag":20,"props":21,"children":23},"a",{"href":22},"/",[24],{"type":17,"value":25},"Success.co",{"type":17,"value":27}," is now easier than ever.",{"type":12,"tag":13,"props":29,"children":30},{},[31,33,38,40,44],{"type":17,"value":32},"With our new ",{"type":12,"tag":34,"props":35,"children":36},"strong",{},[37],{"type":17,"value":7},{"type":17,"value":39}," feature, you can seamlessly bring your existing data from platforms like Ninety, Bloom Growth, and EOS One into ",{"type":12,"tag":20,"props":41,"children":42},{"href":22},[43],{"type":17,"value":25},{"type":17,"value":45}," in just a few simple steps. This allows you to transition quickly without losing the structure and information your team has already built.",{"type":47,"value":48,"toc":2218},"minimark",[49,59,62,75,80,83,87,90,103,106,110,113,124,126,130,133,147,157,162,168,174,178,193,196,209,213,216,265,268,277,281,284,287,322,325,327,331,334,372,374,378,384,399,402,411,414,419,426,435,439,446,449,451,455,462,467,469,473,479,502,505,507,511,517,526,530,539,544,546,550,557,574,576,580,587,596,601,612,614,618,621,636,642,644,648,651,662,668,676,679,682,692,701,711,718,724,734,741,747,756,759,790,796,806,809,817,824,831,834,842,885,890,900,903,918,957,962,971,974,977,1007,1020,1025,1035,1042,1048,1056,1065,1068,1074,1083,1086,1094,1098,1153,1160,1167,1176,1184,1189,1211,1215,1224,1231,1240,1244,1253,1255,1258,1262,1312,1328,1337,1339,1344,1348,1413,1420,1428,1430,1436,1440,1447,1477,1481,1515,1526,1535,1538,1547,1551,1596,1604,1614,1617,1623,1629,1638,1646,1649,1658,1667,1674,1683,1688,1692,1700,1704,1726,1730,1739,1744,1748,1758,1760,1765,1769,1800,1811,1820,1822,1827,1879,1888,1890,1895,1898,1903,1925,1928,1954,1962,1972,1975,1979,1984,1992,2001,2005,2008,2025,2029,2032,2036,2050,2054,2057,2089,2099,2103,2107,2110,2114,2135,2138,2184,2187,2195,2200,2203,2209],[13,50,51,52,54,55,58],{},"When you first create your account in ",[20,53,25],{"href":22},", you’ll see a checklist on the lower left side of your dashboard. Click ",[34,56,57],{},"“Add your data”"," to open the setup options.",[13,60,61],{},"A pop-up will appear asking how you’d like to add your data.",[63,64],"docs-image",{"asset":65},{"id":66,"publicId":67,"version":68,"format":69,"resourceType":70,"width":71,"height":72,"alt":73,"name":74},"164f1154909dfa797c7e1fd2af810742","docs/a_01kP4Z5cA1sp1N329tYamJb8C8/Screenshot-2026-04-14-at-4-02-10-AM",1791492609,"png","image",3216,2056,"Success.co Dashboard for a new account with the setup checklist in the lower left showing Add your data, Review your team and Schedule your first L10","Screenshot 2026 04 14 At 4.02.10  A M",[76,77,79],"h4",{"id":78},"choose-how-to-add-your-data","Choose How to Add Your Data",[13,81,82],{},"You’ll see three options:",[76,84,86],{"id":85},"_1-start-fresh","1. Start Fresh",[13,88,89],{},"Use this option if you’re new to EOS software or prefer to build everything from scratch.",[91,92,93,97,100],"ul",{},[94,95,96],"li",{},"Manually add your teams and members",[94,98,99],{},"Set up your Accountability Chart, Scorecard, Rocks, and more",[94,101,102],{},"Best for brand new setups",[104,105],"hr",{},[76,107,109],{"id":108},"_2-import-from-spreadsheets","2. Import from Spreadsheets",[13,111,112],{},"Use this option if you already have your data in Excel or CSV format.",[91,114,115,118,121],{},[94,116,117],{},"Upload your data using pre-built templates",[94,119,120],{},"Quickly populate Scorecards, Rocks, To-Dos, and more",[94,122,123],{},"Ideal if you’ve been tracking EOS tools outside of software",[104,125],{},[76,127,129],{"id":128},"_3-migrate-from-another-platform","3. Migrate from Another Platform",[13,131,132],{},"Use this option if you’re coming from another EOS platform.",[91,134,135,141,144],{},[94,136,137,138],{},"Import data from ",[34,139,140],{},"Ninety, EOS One, or Bloom Growth",[94,142,143],{},"Bring over your existing structure and data",[94,145,146],{},"Fastest way to transition without starting over",[63,148],{"asset":149},{"id":150,"publicId":151,"version":152,"format":69,"resourceType":70,"width":153,"height":154,"alt":155,"name":156},"a60ddf98f8b7f42dc1b28d0d154c1c8b","docs/a_01kp4zDN3ST12rspvHY1x4dJYj/Screenshot-2026-04-14-at-4-05-59-AM",1791492610,3218,2052,"How do you want to add your data dialog offering Start Fresh, Import from spreadsheets and Migrate from another platform","Screenshot 2026 04 14 At 4.05.59  A M",[158,159,161],"h2",{"id":160},"start-fresh","Start Fresh",[13,163,164,165,167],{},"After selecting ",[34,166,161],{},", you’ll be prompted to set up your teams.",[13,169,170,171,173],{},"This step allows you to create the teams that will run meetings and manage work inside ",[20,172,25],{"href":22},".",[76,175,177],{"id":176},"default-team","Default Team",[13,179,180,181,184,185,188,189,192],{},"You’ll see a ",[34,182,183],{},"Leadership Team"," already created by default.",[186,187],"br",{},"\nThis team is set up automatically and ",[34,190,191],{},"cannot be renamed at this stage",", but you can update it later after setup.",[13,194,195],{},"You can still choose:",[91,197,198,204],{},[94,199,200,201],{},"The ",[34,202,203],{},"team type",[94,205,200,206],{},[34,207,208],{},"team color",[76,210,212],{"id":211},"adding-a-new-team","Adding a New Team",[13,214,215],{},"To create additional teams:",[217,218,219,225,231,252,259],"ol",{},[94,220,221,222],{},"Enter a ",[34,223,224],{},"Team Name",[94,226,227,228],{},"(Optional) Add a ",[34,229,230],{},"Description",[94,232,233,234,237,238],{},"Select the ",[34,235,236],{},"Team Type",":",[91,239,240,246],{},[94,241,242,245],{},[34,243,244],{},"Standard",": Used for teams running L10 meetings and managing work",[94,247,248,251],{},[34,249,250],{},"Same Page",": Designed for 1:1 meetings only and limited to two members",[94,253,254,255,258],{},"Select a ",[34,256,257],{},"Team Color"," from the color dropdown",[94,260,261,262],{},"Click ",[34,263,264],{},"+ Add",[13,266,267],{},"Repeat this process for each team you want to create.",[63,269],{"asset":270},{"id":271,"publicId":272,"version":152,"format":69,"resourceType":70,"width":273,"height":274,"alt":275,"name":276},"e819623d9004a6cfcb568f90ec2a7920","docs/a_01kp50azVcHnARKr6JZ8H5tn4r/Screenshot-2026-04-14-at-4-17-31-AM",3674,2054,"Let's get you set up dialog for creating teams, showing the Leadership Team and an Add a new team row with name, description, type, color and Add button","Screenshot 2026 04 14 At 4.17.31  A M",[76,278,280],{"id":279},"adding-a-new-user","Adding a New User",[13,282,283],{},"After setting up your teams, you’ll be prompted to add users.",[13,285,286],{},"To add a user:",[217,288,289,295,300,305,311,317],{},[94,290,291,292],{},"Enter their ",[34,293,294],{},"First Name",[94,296,291,297],{},[34,298,299],{},"Last Name",[94,301,291,302],{},[34,303,304],{},"Email Address",[94,306,307,308],{},"Select their ",[34,309,310],{},"Permission Level",[94,312,313,314],{},"Assign them to a ",[34,315,316],{},"Team",[94,318,261,319],{},[34,320,321],{},"+ Add user",[13,323,324],{},"Repeat this process for each team member.",[104,326],{},[76,328,330],{"id":329},"permission-levels","Permission Levels",[13,332,333],{},"Each user can be assigned a permission level based on their role:",[91,335,336,342,348,354,360,366],{},[94,337,338,341],{},[34,339,340],{},"Owner"," – Full access to all settings and data",[94,343,344,347],{},[34,345,346],{},"Admin"," – Can manage most settings and users",[94,349,350,353],{},[34,351,352],{},"Manager"," – Can manage teams and run meetings",[94,355,356,359],{},[34,357,358],{},"Team Member"," – Can participate in meetings and tasks",[94,361,362,365],{},[34,363,364],{},"Observer"," – Read-only access",[94,367,368,371],{},[34,369,370],{},"Implementer / Practice Manager"," – Same access as Admin, with access to People Analyzer and Implementer Hub, but cannot be assigned items",[104,373],{},[76,375,377],{"id":376},"sending-invite-emails","Sending Invite Emails",[13,379,380,381,237],{},"After adding users, you’ll have the option to ",[34,382,383],{},"send or not send invite emails",[91,385,386,393],{},[94,387,388,389,392],{},"Toggle ",[34,390,391],{},"“Send invite” ON"," to immediately send an email invitation",[94,394,388,395,398],{},[34,396,397],{},"“Send invite” OFF"," if you prefer to invite them later",[13,400,401],{},"This gives you flexibility if you’re still setting things up before bringing your team in.",[63,403],{"asset":404},{"id":405,"publicId":406,"version":152,"format":69,"resourceType":70,"width":407,"height":408,"alt":409,"name":410},"f10f07980108e75e1416ddde1f630d29","docs/a_01KP50scFt9MRe8qCd5DGTr90P/Screenshot-2026-04-14-at-4-30-38-AM",3672,2048,"Let's get you set up dialog for adding users with name, email, permission, team and Send invite toggles, plus the Send invite and continue button","Screenshot 2026 04 14 At 4.30.38  A M",[13,412,413],{},"After adding your users, you’ll see a final setup screen to help you get started.",[13,415,416,417,173],{},"This step provides quick access to helpful guides so you can confidently run your first meetings in ",[20,418,25],{"href":22},[13,420,421,422,425],{},"You can always revisit these guides later in the ",[34,423,424],{},"Docs"," section if you need a refresher.",[63,427],{"asset":428},{"id":429,"publicId":430,"version":152,"format":69,"resourceType":70,"width":431,"height":432,"alt":433,"name":434},"5f6cab22cc95b4cdfef3dede3ff49816","docs/a_01kp515RNv8YjkNK2ptjgbdS81/Screenshot-2026-04-14-at-4-38-24-AM",3690,2068,"Ready to go dialog with links to the L10 Meeting, Rocks, Scorecard and Issues guides and a Finish button","Screenshot 2026 04 14 At 4.38.24  A M",[158,436,438],{"id":437},"importing-data-from-spreadsheets","Importing Data from Spreadsheets",[13,440,441,442,445],{},"If you choose ",[34,443,444],{},"Import your data from spreadsheets",", you’ll see a setup screen to guide you through the process.",[13,447,448],{},"This option allows you to upload your existing data using Excel or CSV files.",[104,450],{},[76,452,454],{"id":453},"step-1-spreadsheet-import-guide","Step 1: Spreadsheet Import Guide",[13,456,457,458,461],{},"Click on ",[34,459,460],{},"Spreadsheet Import Guide"," to learn how to format your files correctly.",[13,463,464,465,173],{},"This helps ensure your data imports smoothly into ",[20,466,25],{"href":22},[104,468],{},[76,470,472],{"id":471},"step-2-download-templates","Step 2: Download Templates",[13,474,261,475,478],{},[34,476,477],{},"Download Templates"," to access pre-built templates for:",[91,480,481,484,487,490,493,496,499],{},[94,482,483],{},"Scorecard",[94,485,486],{},"Rocks",[94,488,489],{},"To-dos",[94,491,492],{},"Headlines",[94,494,495],{},"Issues",[94,497,498],{},"Accountability Chart",[94,500,501],{},"Users",[13,503,504],{},"Using these templates ensures your data matches the required format for a successful import.",[104,506],{},[76,508,510],{"id":509},"step-3-ready-to-upload","Step 3: Ready to upload?",[13,512,513,514,516],{},"Once your files are ready, upload them inside the relevant sections in ",[20,515,25],{"href":22}," using the 3 dot icon and selecting Import Excel/CSV option.",[63,518],{"asset":519},{"id":520,"publicId":521,"version":522,"format":69,"resourceType":70,"width":523,"height":274,"alt":524,"name":525},"ce3b81e8a66a8e1d0de754ba2081dff6","docs/a_01KP53SZvP9b021aPgf31F7k8c/Screenshot-2026-04-14-at-5-18-37-AM",1791492611,3688,"Import your data from spreadsheets dialog with the Spreadsheet Import Guide, Download Templates and Ready to upload instructions","Screenshot 2026 04 14 At 5.18.37  A M",[158,527,529],{"id":528},"migrate-from-another-platform","Migrate from another platform",[13,531,441,532,534,535,538],{},[34,533,529],{},", you’ll see the ",[34,536,537],{},"Migrate your data"," screen.",[13,540,541,542,173],{},"This option allows you to bring your existing data from another EOS platform into ",[20,543,25],{"href":22},[104,545],{},[76,547,549],{"id":548},"step-1-select-platform","Step 1: Select platform",[13,551,552,553,556],{},"Click the ",[34,554,555],{},"Select platform"," dropdown and choose the platform you’re migrating from:",[91,558,559,562,565,568,571],{},[94,560,561],{},"Ninety",[94,563,564],{},"Strety",[94,566,567],{},"EOS One",[94,569,570],{},"Bloom Growth",[94,572,573],{},"Other",[104,575],{},[76,577,579],{"id":578},"step-2-continue-setup","Step 2: Continue setup",[13,581,582,583,586],{},"After selecting your platform, click ",[34,584,585],{},"Continue"," to proceed with the migration process.",[63,588],{"asset":589},{"id":590,"publicId":591,"version":592,"format":69,"resourceType":70,"width":593,"height":154,"alt":594,"name":595},"ca64bbd86a767931422ab96323078130","docs/a_01Kp540r5Y81egD56hY29bw5Pq/Screenshot-2026-04-14-at-5-26-44-AM",1791492612,3678,"Migrate your data dialog with the Select platform dropdown and a Continue button","Screenshot 2026 04 14 At 5.26.44  A M",[597,598,600],"h3",{"id":599},"migrate-your-data-ninety-bloom-growth-eos-one","Migrate your data (Ninety, Bloom Growth, EOS One)",[13,602,164,603,605,606,608,609,611],{},[34,604,561],{},", ",[34,607,570],{},", or ",[34,610,567],{},", you’ll be prompted to choose how you’d like to proceed with your migration.",[104,613],{},[76,615,617],{"id":616},"option-1-use-our-import-tool-fastest-15-min","Option 1: Use our import tool (Fastest – ~15 min)",[13,619,620],{},"This option allows you to migrate your data yourself using our desktop app.",[91,622,623,626,629],{},[94,624,625],{},"Download the desktop app",[94,627,628],{},"Import and migrate your data in minutes",[94,630,631,632,635],{},"Currently supported on ",[34,633,634],{},"MacOS and Linux"," (Windows coming soon)",[13,637,261,638,641],{},[34,639,640],{},"Download Desktop App"," to get started.",[104,643],{},[76,645,647],{"id":646},"option-2-let-our-team-migrate-your-data-710-business-days","Option 2: Let our team migrate your data (7–10 business days)",[13,649,650],{},"Prefer a hands-off approach? Our team can handle everything for you.",[91,652,653,656,659],{},[94,654,655],{},"We’ll manage the full migration process",[94,657,658],{},"You’ll just need to grant us access to your account",[94,660,661],{},"We’ll ensure your data is properly transferred",[13,663,261,664,667],{},[34,665,666],{},"Start migration process"," to begin.",[63,669],{"asset":670},{"id":671,"publicId":672,"version":592,"format":69,"resourceType":70,"width":673,"height":72,"alt":674,"name":675},"b976bda00fb77dbdde864b80661b206f","docs/a_01Kp54n4pd4JZa611eYEd5G123/Screenshot-2026-04-14-at-5-33-23-AM",3680,"Migrate your data dialog for Ninety offering Use our import tool with Download Desktop App, or Let our team migrate your data with Start migration process","Screenshot 2026 04 14 At 5.33.23  A M",[158,677,561],{"id":678},"ninety",[13,680,681],{},"To import your data from Ninety, select Ninety from the dropdown and click Continue.",[63,683],{"asset":684},{"id":685,"publicId":686,"version":687,"format":69,"resourceType":70,"width":688,"height":689,"alt":690,"name":691},"67670b653cecb1c31ad0ba7c417a05ec","docs/a_01krkGyE2F1BaarPW2MN5E9qYZ/Screenshot-2026-05-14-at-4-15-03-PM",1791492614,2864,1878,"Migrate your data dialog with Ninety selected in the platform dropdown and the Continue button","Screenshot 2026 05 14 At 4.15.03  P M",[13,693,694,695,698,699,173],{},"Then select how you’d like your data to be migrated. To automatically download your data, select ",[34,696,697],{},"Use Import Tool"," and click ",[34,700,640],{},[63,702],{"asset":703},{"id":704,"publicId":705,"version":706,"format":69,"resourceType":70,"width":707,"height":708,"alt":709,"name":710},"9e52cf031f5dbabf8266ce363b2c02b0","docs/a_01kRKh99q312n3Dn6n06NfM9dw/Screenshot-2026-05-14-at-4-16-57-PM",1791492615,2866,1874,"Migrate your data dialog for Ninety with the Download Desktop App button under Use our import tool and the Start migration process option below","Screenshot 2026 05 14 At 4.16.57  P M",[13,712,713,714,717],{},"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 ",[34,715,716],{},"Import data"," from the sidebar.",[13,719,720,721,723],{},"Then select ",[34,722,561],{}," from the options.",[63,725],{"asset":726},{"id":727,"publicId":728,"version":729,"format":69,"resourceType":70,"width":730,"height":731,"alt":732,"name":733},"9faab1c8f581164321a31ae7964c991f","docs/a_01M341Qfe4eZ787C58Ktek1QNY/Screenshot-2026-09-22-at-8-50-26-AM",1791492653,2874,1822,"Success.co Import data settings page asking Where is your data, with Ninety, EOS One, Bloom Growth and Strety options","Screenshot 2026 09 22 At 8.50.26  A M",[13,735,736,737,740],{},"Step 2. Click the ",[34,738,739],{},"Open Ninety Window"," button. A pop-up window will appear asking you to log in to Ninety. Go ahead and log in.",[13,742,743,744,173],{},"After logging in and making sure you are logged in to the correct company, click ",[34,745,746],{},"Next",[63,748],{"asset":749},{"id":750,"publicId":751,"version":706,"format":69,"resourceType":70,"width":752,"height":753,"alt":754,"name":755},"d81d70ecc6e33059cc59cf1e27919265","docs/a_01KrKj0fR1cVdT2kSqPJsn2x17/Screenshot-2026-05-14-at-4-29-41-PM",2868,1872,"Import from Ninety Step 2, Log in to Ninety, with the Open Ninety window button and the Next button","Screenshot 2026 05 14 At 4.29.41  P M",[13,757,758],{},"Step 3. Choose which teams you would like to bring over from Ninety.",[91,760,761,766,776,781,784],{},[94,762,763],{},[34,764,765],{},"All teams are selected by default.",[94,767,388,768,771,772,775],{},[34,769,770],{},"OFF"," any teams you do not want to import, or click ",[34,773,774],{},"Deselect all"," and select only the teams you need.",[94,777,778,779,173],{},"Only the teams you keep selected will be created in ",[20,780,25],{"href":22},[94,782,783],{},"Only people who belong to the selected teams will be imported.",[94,785,786,787,173],{},"Your selections here will ",[34,788,789],{},"not affect the rest of the data being imported",[13,791,792,793,795],{},"Once you have selected the teams you want to import, click ",[34,794,746],{}," to continue.",[63,797],{"asset":798},{"id":799,"publicId":800,"version":801,"format":69,"resourceType":70,"width":802,"height":803,"alt":804,"name":805},"c7cc668d5bfecd8c90fd2b29d832369b","docs/a_01M32W7ryqsvnV2qtqfP26t053/Sep-21--2026--09_57_01-PM",1791492649,1658,949,"Import from Ninety Step 3, Select teams, with every team toggled on by default and a Deselect all link","Sep 21, 2026, 09 57 01 P M",[13,807,808],{},"Step 4. Click Import Teams to fetch your team names from Ninety.",[63,810],{"asset":811},{"id":812,"publicId":813,"version":706,"format":69,"resourceType":70,"width":688,"height":814,"alt":815,"name":816},"c8afefbb96e79a422b4e3af5ae198a66","docs/a_01KRkj812b3vqV3X6b6yyeFe4V/Screenshot-2026-05-14-at-4-37-31-PM",1876,"Import from Ninety Step 3, Import teams, with the Import teams button and the Next button","Screenshot 2026 05 14 At 4.37.31  P M",[13,818,819,820,823],{},"Then you'll be asked to select which will be marked as your Leadership Team, select from the drop down and click ",[34,821,822],{},"Save"," then select Next.",[63,825],{"asset":826},{"id":827,"publicId":828,"version":706,"format":69,"resourceType":70,"width":707,"height":753,"alt":829,"name":830},"74031fb152d5f05f4fa1d6073c5ccfc1","docs/a_01krKjdDJ4e10WZcsGK696ajnh/Screenshot-2026-05-14-at-4-41-31-PM","Import from Ninety Step 3 after teams are imported, with the Select leadership team dropdown and Save button","Screenshot 2026 05 14 At 4.41.31  P M",[13,832,833],{},"Step 5: Import People",[13,835,836,837,839,840,173],{},"Import users from ",[34,838,561],{}," into ",[20,841,25],{"href":22},[91,843,844,850,859,868,878],{},[94,845,261,846,849],{},[34,847,848],{},"Import people"," to begin importing users.",[94,851,852,853,855,856,173],{},"People whose email addresses already exist in your ",[20,854,25],{"href":22}," account will either be ",[34,857,858],{},"updated or skipped",[94,860,861,864,865,173],{},[34,862,863],{},"Email notifications will be turned off by default"," for all imported users. Users can turn them back on by going to ",[34,866,867],{},"Settings → Notifications",[94,869,200,870,873,874,877],{},[34,871,872],{},"Import people with no team"," option is ",[34,875,876],{},"OFF by default",". This means people who are not assigned to a team in Ninety will not be imported.",[94,879,388,880,882,883,173],{},[34,881,872],{}," ON if you would also like to bring those users into ",[20,884,25],{"href":22},[13,886,887,888,795],{},"Once the people have been imported successfully, click ",[34,889,746],{},[63,891],{"asset":892},{"id":893,"publicId":894,"version":895,"format":69,"resourceType":70,"width":896,"height":897,"alt":898,"name":899},"eab7ed8ff27f3555bd0594d601eece8e","docs/a_01m32x3efzq06WwbrTMDQ3ZbGH/Screenshot-2026-09-21-at-10-12-40-PM",1791492651,3022,1716,"Import from Ninety Step 5, Import people, with the Import people with no team toggle and the Import people button","Screenshot 2026 09 21 At 10.12.40  P M",[13,901,902],{},"Step 6: Choose What to Import",[13,904,905,906,909,910,913,914,839,916,173],{},"Choose which ",[34,907,908],{},"teams"," and ",[34,911,912],{},"data"," you would like to import from ",[34,915,561],{},[20,917,25],{"href":22},[91,919,920,925,937,946,951],{},[94,921,922],{},[34,923,924],{},"Everything is selected by default.",[94,926,927,928,931,932,934,935,775],{},"Under ",[34,929,930],{},"Teams",", toggle ",[34,933,770],{}," any teams you do not want to include, or click ",[34,936,774],{},[94,938,927,939,942,943,173],{},[34,940,941],{},"Data to import",", choose which types of data you want to bring over, including ",[34,944,945],{},"To-dos, Issues, Scorecard, Accountability Chart, Meeting Agendas, Linked Items, Headlines, Rocks, S.W.O.T., V/TO, and Processes/SOPs",[94,947,388,948,950],{},[34,949,770],{}," any data you do not want to import.",[94,952,953,954,956],{},"You can also use ",[34,955,774],{}," to quickly clear all selections within either section.",[13,958,959,960,795],{},"Once you have reviewed your selections, click ",[34,961,746],{},[63,963],{"asset":964},{"id":965,"publicId":966,"version":895,"format":69,"resourceType":70,"width":967,"height":968,"alt":969,"name":970},"ea0a7541123b9cf70d2c61a1dbc3ebc5","docs/a_01m32xEGeFxq6R48e719a3X2D9/ChatGPT-Image-Sep-21--2026--10_19_28-PM",1633,963,"Import from Ninety Step 6, Choose what to import, with toggles for each team and data type such as To-dos, Issues, Rocks, Scorecard and V/TO","Chat G P T Image Sep 21, 2026, 10 19 28 P M",[13,972,973],{},"Step 7: Import Remaining Data",[13,975,976],{},"Import the remaining data you selected in the previous step.",[91,978,979,985,994,1000],{},[94,980,981,982,173],{},"The import will process each selected item ",[34,983,984],{},"one at a time",[94,986,200,987,990,991,173],{},[34,988,989],{},"Status"," column shows whether each item is ",[34,992,993],{},"Importing, Pending, or completed",[94,995,200,996,999],{},[34,997,998],{},"Message"," column will display any relevant information or errors for each item.",[94,1001,1002,1003,1006],{},"You can track the overall import using the ",[34,1004,1005],{},"Progress"," counter at the bottom.",[1008,1009,1010],"blockquote",{},[13,1011,1012,1015,1016,1019],{},[34,1013,1014],{},"Important:"," While the import is in progress, ",[34,1017,1018],{},"do not click Back or Next, and do not refresh the page."," Doing so will stop the import.",[13,1021,1022,1023,795],{},"Wait until all selected items have finished importing. Once the import is complete, click ",[34,1024,746],{},[63,1026],{"asset":1027},{"id":1028,"publicId":1029,"version":1030,"format":69,"resourceType":70,"width":1031,"height":1032,"alt":1033,"name":1034},"cec92e0da704461f6e9c66389dd52bce","docs/a_01m32xNQSQRn6RS39TF06FxJ1J/Screenshot-2026-09-21-at-10-22-31-PM",1791492652,3604,2226,"Import from Ninety Step 7, Import remaining data, listing each data type with its import status and a warning not to leave the page","Screenshot 2026 09 21 At 10.22.31  P M",[13,1036,1037,1038,1041],{},"Once the migration has finished, you’ll see the ",[34,1039,1040],{},"Import Complete"," confirmation screen.",[13,1043,1044,1045,1047],{},"This means your teams, people, and data have been successfully imported into ",[20,1046,25],{"href":22}," and are ready to use.",[13,1049,261,1050,1053,1054,173],{},[34,1051,1052],{},"Done"," to exit the import tool and start reviewing your data in ",[20,1055,25],{"href":22},[63,1057],{"asset":1058},{"id":1059,"publicId":1060,"version":1061,"format":69,"resourceType":70,"width":752,"height":1062,"alt":1063,"name":1064},"fea8e5534ddb99d4a89a84636fbeda3b","docs/a_01KRkK52127qgrT8vkGNyaE6F5/Screenshot-2026-05-14-at-4-53-24-PM",1791492616,1870,"Import from Ninety Import complete confirmation with a green check mark and the Done button","Screenshot 2026 05 14 At 4.53.24  P M",[158,1066,567],{"id":1067},"eos-one",[13,1069,1070,1071,1073],{},"Step 1. To import your data from ",[34,1072,567],{},", select EOS One from the dropdown and click Continue.",[63,1075],{"asset":1076},{"id":1077,"publicId":1078,"version":1061,"format":69,"resourceType":70,"width":1079,"height":1080,"alt":1081,"name":1082},"5adf1983fd53c0504d741a8d9b1c5d21","docs/a_01kRW7N51Y49xE4HB3Bgs3TC5p/Screenshot-2026-05-18-at-1-26-43-AM",2826,1788,"Migrate your data dialog with EOS One selected in the platform dropdown and the Continue button","Screenshot 2026 05 18 At 1.26.43  A M",[13,1084,1085],{},"Step 2: Log in to EOS One",[13,1087,164,1088,1090,1091,1093],{},[34,1089,567],{}," as your migration source, you’ll need to connect to your EOS One account so ",[20,1092,25],{"href":22}," can access the data you want to import.",[76,1095,1097],{"id":1096},"log-in-to-eos-one","Log in to EOS One",[217,1099,1100,1126,1131,1137,1148],{},[94,1101,927,1102,1105,1106],{},[34,1103,1104],{},"EOS One region",", select the region where your EOS One account is hosted:",[91,1107,1108,1111,1114,1117,1120,1123],{},[94,1109,1110],{},"United States",[94,1112,1113],{},"Canada",[94,1115,1116],{},"United Kingdom",[94,1118,1119],{},"Australia",[94,1121,1122],{},"Europe",[94,1124,1125],{},"South Africa",[94,1127,261,1128,173],{},[34,1129,1130],{},"Open EOS One window",[94,1132,1133,1134,173],{},"A new window will open. Log in using your ",[34,1135,1136],{},"EOS One account credentials",[94,1138,1139,1140,1144,1145,1147],{},"Once you have successfully logged in, return to the ",[20,1141,1142],{"href":22},[34,1143,25],{}," migration page. ",[20,1146,25],{"href":22}," will automatically detect that you are logged in.",[94,1149,261,1150,1152],{},[34,1151,746],{}," to continue with the migration.",[1008,1154,1155],{},[13,1156,1157,1159],{},[34,1158,1014],{}," 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.",[63,1161],{"asset":1162},{"id":1163,"publicId":1164,"version":729,"format":69,"resourceType":70,"width":752,"height":731,"alt":1165,"name":1166},"06f5b5013c3cffcde548fa6c16c17061","docs/a_01m34205w24X6p1cTQTNJZ1ezB/Screenshot-2026-09-22-at-8-55-20-AM","Import from EOS One Step 2, Log in to EOS One, with the EOS One region dropdown open and the Open EOS One window button","Screenshot 2026 09 22 At 8.55.20  A M",[13,1168,1169,1170,1173,1174,173],{},"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 ",[34,1171,1172],{},"Change Company",", then select ",[34,1175,746],{},[63,1177],{"asset":1178},{"id":1179,"publicId":1180,"version":1061,"format":69,"resourceType":70,"width":1079,"height":1181,"alt":1182,"name":1183},"8aacd5a0fe6e2525130cb70a949258e5","docs/a_01KRw7z7q9SQB4p1RXm4BSVV4f/Screenshot-2026-05-18-at-1-29-38-AM",1800,"Import from EOS One Step 2 with the selected EOS One company highlighted and the Change company button below it","Screenshot 2026 05 18 At 1.29.38  A M",[13,1185,1186,1187,173],{},"Step 3. Choose which teams you would like to bring over from ",[34,1188,567],{},[91,1190,1191,1195,1201,1205,1207],{},[94,1192,1193],{},[34,1194,765],{},[94,1196,388,1197,771,1199,775],{},[34,1198,770],{},[34,1200,774],{},[94,1202,778,1203,173],{},[20,1204,25],{"href":22},[94,1206,783],{},[94,1208,786,1209,173],{},[34,1210,789],{},[13,1212,792,1213,795],{},[34,1214,746],{},[63,1216],{"asset":1217},{"id":1218,"publicId":1219,"version":729,"format":69,"resourceType":70,"width":1220,"height":1221,"alt":1222,"name":1223},"0950e9ba81067e2d121412068b78174b","docs/a_01m3425mg5Sb2jQY577c9trZ54/Screenshot-2026-09-22-at-9-00-48-AM",2870,1818,"Import from EOS One Step 3, Select teams, with each team toggled on by default and a Deselect all link","Screenshot 2026 09 22 At 9.00.48  A M",[13,1225,1226,1227,1230],{},"Step 4. Click ",[34,1228,1229],{},"Import Teams"," to fetch your team names from EOS One.",[63,1232],{"asset":1233},{"id":1234,"publicId":1235,"version":1061,"format":69,"resourceType":70,"width":1236,"height":1237,"alt":1238,"name":1239},"5ed563f76e33fcb678d356a816aa70e6","docs/a_01KRw81H8v0NMK6K0tH0bpAYsh/Screenshot-2026-05-18-at-1-33-20-AM",2824,1794,"Import from EOS One Step 3, Import teams, explaining EOS One meetings are imported as teams, with the Import teams button","Screenshot 2026 05 18 At 1.33.20  A M",[13,1241,819,1242,823],{},[34,1243,822],{},[63,1245],{"asset":1246},{"id":1247,"publicId":1248,"version":1249,"format":69,"resourceType":70,"width":1250,"height":1237,"alt":1251,"name":1252},"679bd847378551e0fe2c9e0027f98da7","docs/a_01krw83Zy4AWWykx68q0g7mX5w/Screenshot-2026-05-18-at-1-34-30-AM",1791492617,2816,"Import from EOS One, Step 3: Import teams, showing Teams imported and the leadership team selected and saved, with the Next button","Screenshot 2026 05 18 At 1.34.30  A M",[13,1254,833],{},[13,1256,1257],{},"Next, import the people associated with the EOS One teams you selected in the previous steps.",[76,1259,1261],{"id":1260},"import-people-from-eos-one","Import People from EOS One",[217,1263,1264,1276,1291,1300,1306],{},[94,1265,1266,1268,1269,1272,1273,1275],{},[20,1267,25],{"href":22}," will fetch people associated with your selected ",[34,1270,1271],{},"EOS One teams"," and add them to your ",[20,1274,25],{"href":22}," account.",[94,1277,1278,1279,1282,1283,1282,1287,1290],{},"If a person’s email address ",[34,1280,1281],{},"already exists in your"," ",[20,1284,1285],{"href":22},[34,1286,25],{},[34,1288,1289],{},"account",", their existing profile will be updated or skipped to avoid creating a duplicate.",[94,1292,1293,1294,1297,1298,173],{},"By default, people who ",[34,1295,1296],{},"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 ",[34,1299,872],{},[94,1301,261,1302,1305],{},[34,1303,1304],{},"Fetch and import people from meetings"," to begin importing the people from EOS One.",[94,1307,1308,1309,1311],{},"Once the import has completed, click ",[34,1310,746],{}," to continue to the next step.",[1008,1313,1314],{},[13,1315,1316,1318,1319,1322,1323,1325,1326,173],{},[34,1317,1014],{}," Email notifications are automatically switched ",[34,1320,1321],{},"off"," for imported users. Each user can turn them back on by going to ",[34,1324,867],{}," in ",[20,1327,25],{"href":22},[63,1329],{"asset":1330},{"id":1331,"publicId":1332,"version":1333,"format":69,"resourceType":70,"width":688,"height":1334,"alt":1335,"name":1336},"96b3b8186e680ce80781e847e0eade31","docs/a_01m342dG0tT4Zx440MMtV6G1Rx/Screenshot-2026-09-22-at-9-03-25-AM",1791492654,1832,"Import from EOS One, Step 5: Import people, with the Import people with no team toggle and the Fetch and import people from meetings button","Screenshot 2026 09 22 At 9.03.25  A M",[13,1338,902],{},[13,1340,1341,1342,173],{},"Next, choose which teams and types of data you would like to import from EOS One into ",[20,1343,25],{"href":22},[76,1345,1347],{"id":1346},"select-your-data-to-import","Select Your Data to Import",[217,1349,1350,1356,1361,1397,1403,1409],{},[94,1351,1352,1353,173],{},"Everything available for import is ",[34,1354,1355],{},"selected by default",[94,1357,927,1358,1360],{},[34,1359,930],{},", 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.",[94,1362,927,1363,1365,1366],{},[34,1364,941],{},", choose which types of EOS One data you want to bring across. You can import:",[91,1367,1368,1372,1376,1380,1384,1388,1392],{},[94,1369,1370],{},[34,1371,489],{},[94,1373,1374],{},[34,1375,486],{},[94,1377,1378],{},[34,1379,492],{},[94,1381,1382],{},[34,1383,495],{},[94,1385,1386],{},[34,1387,483],{},[94,1389,1390],{},[34,1391,498],{},[94,1393,1394],{},[34,1395,1396],{},"V/TO",[94,1398,1399,1400,173],{},"Turn off the toggle next to any data type you ",[34,1401,1402],{},"do not want to import",[94,1404,1405,1406,1408],{},"You can also click ",[34,1407,774],{}," to clear all selections within either the Teams or Data to import section, then manually select only what you need.",[94,1410,959,1411,795],{},[34,1412,746],{},[1008,1414,1415],{},[13,1416,1417,1419],{},[34,1418,1014],{}," Only the teams and data types that remain selected will be included in the import. Review your selections carefully before continuing.",[63,1421],{"asset":1422},{"id":1423,"publicId":1424,"version":1425,"format":69,"resourceType":70,"width":707,"height":731,"alt":1426,"name":1427},"441a70fe14897bcbc20f9865b8bad9b3","docs/a_01M342K31HPqBT35Dj6Y9XDtTM/Screenshot-2026-09-22-at-9-07-09-AM",1791492655,"Import from EOS One, Step 6: Choose what to import, with toggles for each team and data type such as To-dos, Rocks, Issues and V/TO, and Next highlighted","Screenshot 2026 09 22 At 9.07.09  A M",[13,1429,973],{},[13,1431,1432,1433,1435],{},"In this step, ",[20,1434,25],{"href":22}," will import the remaining data you selected from EOS One.",[76,1437,1439],{"id":1438},"choose-how-to-handle-archived-rocks","Choose How to Handle Archived Rocks",[13,1441,1442,1443,1446],{},"Before starting the import, use the ",[34,1444,1445],{},"Archived Rocks handling"," dropdown to choose how archived Rocks from EOS One should be handled:",[91,1448,1449,1457,1469],{},[94,1450,1451,1454,1455,173],{},[34,1452,1453],{},"Keep as Archived:"," Imports archived Rocks and keeps them in the Archive in ",[20,1456,25],{"href":22},[94,1458,1459,1462,1463,1466,1467,173],{},[34,1460,1461],{},"Map archived On Track / Off Track to status:"," Imports the archived Rocks and uses their ",[34,1464,1465],{},"On Track / Off Track"," information to determine their status in ",[20,1468,25],{"href":22},[94,1470,1471,1474,1475,173],{},[34,1472,1473],{},"Exclude archived Rocks:"," Archived Rocks will not be imported into ",[20,1476,25],{"href":22},[76,1478,1480],{"id":1479},"import-the-remaining-data","Import the Remaining Data",[217,1482,1483,1488,1494,1499,1507,1510],{},[94,1484,1485,1486,173],{},"Select your preferred option under ",[34,1487,1445],{},[94,1489,1490,1491,173],{},"Review the list of data that will be imported. Depending on your selections from the previous step, this may include ",[34,1492,1493],{},"To-dos, Rocks, Headlines, Issues, Scorecard, and Accountability Chart",[94,1495,261,1496,173],{},[34,1497,1498],{},"Start importing remaining data",[94,1500,1501,1503,1504,1506],{},[20,1502,25],{"href":22}," will import each selected data type one at a time. You can follow the progress in the ",[34,1505,989],{}," column.",[94,1508,1509],{},"Wait for all selected items to finish importing.",[94,1511,1512,1513,795],{},"Once the import is complete, click ",[34,1514,746],{},[1008,1516,1517],{},[13,1518,1519,1520,1015,1522,1525],{},"⚠️ ",[34,1521,1014],{},[34,1523,1524],{},"do not click Back or Next, and do not refresh or close the page",". Doing so will stop the import.",[63,1527],{"asset":1528},{"id":1529,"publicId":1530,"version":1425,"format":69,"resourceType":70,"width":1531,"height":1532,"alt":1533,"name":1534},"c52f1c495b5a167a49d4f680112f50b2","docs/a_01m342YDECY4caWNBm7Cae9926/Screenshot-2026-09-22-at-9-10-29-AM",3064,1970,"Import from EOS One, Step 7: Import remaining data, with an Archived Rocks handling dropdown, a pending items list and the Start importing remaining data button","Screenshot 2026 09 22 At 9.10.29  A M",[13,1536,1537],{},"Step 8: Import V/TO",[13,1539,1540,1541,1544,1545,173],{},"In this step, you can import one or more ",[34,1542,1543],{},"V/TOs (Vision/Traction Organizer)"," from EOS One into ",[20,1546,25],{"href":22},[76,1548,1550],{"id":1549},"import-your-vtos","Import Your V/TOs",[217,1552,1553,1560,1568,1579,1584,1591],{},[94,1554,1555,1556,1559],{},"Review the list of available ",[34,1557,1558],{},"V/TOs"," displayed on the page.",[94,1561,261,1562,1565,1566,173],{},[34,1563,1564],{},"Import all V/TOs"," to begin importing the available V/TOs into ",[20,1567,25],{"href":22},[94,1569,1570,1571,1574,1575,1578],{},"Each EOS One V/TO will be saved as a ",[34,1572,1573],{},"separate version in your V/TO history",". If multiple versions are imported, only the ",[34,1576,1577],{},"most recently updated version"," will become your current live V/TO.",[94,1580,1581,1582,1506],{},"You can follow the progress of the import using the ",[34,1583,989],{},[94,1585,1586,1587,1590],{},"If you do not want to import any V/TOs, click ",[34,1588,1589],{},"Skip V/TO"," instead.",[94,1592,1593,1594,795],{},"Once the V/TO import is complete, click ",[34,1595,746],{},[1008,1597,1598],{},[13,1599,1600,1603],{},[34,1601,1602],{},"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.",[63,1605],{"asset":1606},{"id":1607,"publicId":1608,"version":1609,"format":69,"resourceType":70,"width":1610,"height":1611,"alt":1612,"name":1613},"a75d3637958db813961b47dcdc7d8226","docs/a_01M34356Rf94xzbs03b2633Ys4/Screenshot-2026-09-22-at-9-17-02-AM",1791492656,3068,1976,"Import from EOS One, Step 8: Import V/TO, listing an available V/TO with the Import all V/TOs and Skip V/TO buttons","Screenshot 2026 09 22 At 9.17.02  A M",[597,1615,1040],{"id":1616},"import-complete",[13,1618,1619,1620,1041],{},"Once all selected data has been successfully imported, you’ll see the ",[34,1621,1622],{},"Import complete",[13,1624,261,1625,1628],{},[34,1626,1627],{},"Download migration summary"," to download a summary of the completed migration.",[13,1630,1631,1634,1635,1637],{},[34,1632,1633],{},"Recommended:"," After completing the migration, review the imported teams and key data in ",[20,1636,25],{"href":22}," to make sure everything has come across as expected.",[63,1639],{"asset":1640},{"id":1641,"publicId":1642,"version":1609,"format":69,"resourceType":70,"width":1531,"height":1643,"alt":1644,"name":1645},"2d4c37f403e0c43ba86da8769c38678e","docs/a_01m343EnhRn19cbTQC0gszZ7dM/Screenshot-2026-09-22-at-9-20-18-AM",1966,"Import from EOS One Import complete screen with a green check, the Download migration summary link and the Done button","Screenshot 2026 09 22 At 9.20.18  A M",[158,1647,570],{"id":1648},"bloom-growth",[13,1650,1651,1652,1654,1655,1657],{},"To import your data from ",[34,1653,570],{},", select ",[34,1656,570],{}," from the dropdown and click Continue.",[63,1659],{"asset":1660},{"id":1661,"publicId":1662,"version":1249,"format":69,"resourceType":70,"width":1663,"height":1664,"alt":1665,"name":1666},"1fe00931da27c843e05237b3623900cd","docs/a_01KRW8YQd9Rw3kyy0AXecf7XWn/Screenshot-2026-05-18-at-1-48-58-AM",2818,1790,"Migrate your data dialog on the Success.co Dashboard with Bloom Growth selected as the previous platform and the Continue button","Screenshot 2026 05 18 At 1.48.58  A M",[13,1668,1669,1670,698,1672,173],{},"Step 1. Select how you’d like your data to be migrated. To automatically download your data, select ",[34,1671,697],{},[34,1673,640],{},[63,1675],{"asset":1676},{"id":1677,"publicId":1678,"version":1679,"format":69,"resourceType":70,"width":1236,"height":1680,"alt":1681,"name":1682},"a3438077e09a0d62866c1c2db9df0915","docs/a_01krw977Hk9c576H7V5eW84d33/Screenshot-2026-05-18-at-1-53-53-AM",1791492618,1792,"Migrate your data dialog offering Use our import tool with a Download Desktop App button, or Let our team migrate your data with Start migration process","Screenshot 2026 05 18 At 1.53.53  A M",[13,1684,736,1685,740],{},[34,1686,1687],{},"Open Bloom Growth Window",[13,1689,743,1690,173],{},[34,1691,746],{},[63,1693],{"asset":1694},{"id":1695,"publicId":1696,"version":1679,"format":69,"resourceType":70,"width":1697,"height":1680,"alt":1698,"name":1699},"a02757bde5af8388ddd03c14f560383f","docs/a_01kRw9jV19GyzJp85ja73PeP4Q/Screenshot-2026-05-18-at-1-54-53-AM",2830,"Import from Bloom Growth, Step 2: Log in to Bloom Growth, with a note to keep the Bloom Growth window open and the Open Bloom Growth window button","Screenshot 2026 05 18 At 1.54.53  A M",[13,1701,1186,1702,173],{},[34,1703,570],{},[91,1705,1706,1710,1716,1720,1722],{},[94,1707,1708],{},[34,1709,765],{},[94,1711,388,1712,771,1714,775],{},[34,1713,770],{},[34,1715,774],{},[94,1717,778,1718,173],{},[20,1719,25],{"href":22},[94,1721,783],{},[94,1723,786,1724,173],{},[34,1725,789],{},[13,1727,792,1728,795],{},[34,1729,746],{},[63,1731],{"asset":1732},{"id":1733,"publicId":1734,"version":895,"format":69,"resourceType":70,"width":1735,"height":1736,"alt":1737,"name":1738},"65e4f2a185329f4f2b307c14c7e06e64","docs/a_01m32WScG0xE94X6Pv3960R85h/Bloom-Image-Sep-21--2026--10_08_21-PM",1659,948,"Import from Bloom Growth, Step 3: Select teams, with every team toggled on, a Deselect all link and the Next button","Bloom Image Sep 21, 2026, 10 08 21 P M",[13,1740,1226,1741,1743],{},[34,1742,1229],{}," to fetch your team names from Bloom Growth.",[13,1745,819,1746,823],{},[34,1747,822],{},[63,1749],{"asset":1750},{"id":1751,"publicId":1752,"version":1753,"format":69,"resourceType":70,"width":1754,"height":1755,"alt":1756,"name":1757},"7e2bf7f328d842069919883b52830a66","docs/a_01M3443e26WwTy565XMat7k69C/Image-Sep-22--2026--09_33_02-AM",1791492657,1561,1007,"Import from Bloom Growth, Step 4: Import all teams, showing All teams imported and the leadership team selected and saved, with the Next button","Image Sep 22, 2026, 09 33 02 A M",[13,1759,833],{},[13,1761,1762,1763,173],{},"In this step, you’ll import the people associated with your selected Bloom Growth meetings into ",[20,1764,25],{"href":22},[76,1766,1768],{"id":1767},"import-people","Import People",[217,1770,1771,1777,1786,1795],{},[94,1772,261,1773,1776],{},[34,1774,1775],{},"Fetch and import people from selected meetings"," to begin the import.",[94,1778,1779,1781,1782,1785],{},[20,1780,25],{"href":22}," will fetch the people from the ",[34,1783,1784],{},"Bloom Growth meetings you selected earlier"," and import them into your account.",[94,1787,1278,1788,1282,1791,1290],{},[34,1789,1790],{},"already exists in",[20,1792,1793],{"href":22},[34,1794,25],{},[94,1796,1797,1798,795],{},"Wait for the people import to finish, then click ",[34,1799,746],{},[1008,1801,1802],{},[13,1803,1804,1318,1806,1808,1809,173],{},[34,1805,1602],{},[34,1807,1321],{}," for imported users. They can turn them back on by going to ",[34,1810,867],{},[63,1812],{"asset":1813},{"id":1814,"publicId":1815,"version":1816,"format":69,"resourceType":70,"width":1817,"height":1611,"alt":1818,"name":1819},"e18698311b57b8cb9a3d531642df862f","docs/a_01m3449q7F4asZeKK9MkX90A4D/Screenshot-2026-09-22-at-9-36-30-AM",1791492658,3070,"Import from Bloom Growth, Step 5: Import people, with a notifications notice and the Fetch and import people from selected meetings button","Screenshot 2026 09 22 At 9.36.30  A M",[13,1821,902],{},[13,1823,1824,1825,173],{},"Choose which teams and data you want to import from Bloom Growth into ",[20,1826,25],{"href":22},[217,1828,1829,1835,1847,1868,1874],{},[94,1830,1831,1832,173],{},"All available ",[34,1833,1834],{},"teams and data are selected by default",[94,1836,927,1837,1839,1840,909,1843,1846],{},[34,1838,930],{},", review the teams you want to import, such as ",[34,1841,1842],{},"Leadership Team, Sales, Marketing, Operations, Finance,",[34,1844,1845],{},"Customer Success",". Turn off any team you do not want to include.",[94,1848,927,1849,1851,1852],{},[34,1850,941],{},", choose the data you want to bring across:",[91,1853,1854,1856,1858,1860,1862,1864,1866],{},[94,1855,489],{},[94,1857,486],{},[94,1859,492],{},[94,1861,495],{},[94,1863,483],{},[94,1865,498],{},[94,1867,1396],{},[94,1869,1870,1871,1873],{},"You can use ",[34,1872,774],{}," to quickly clear the selections in either section.",[94,1875,1876,1877,795],{},"Once you’re happy with your selections, click ",[34,1878,746],{},[63,1880],{"asset":1881},{"id":1882,"publicId":1883,"version":1816,"format":69,"resourceType":70,"width":1884,"height":1885,"alt":1886,"name":1887},"36e5d5b31e430530cbdd77658bb2f22e","docs/a_01M344V2SGED9ccv5Fpk1CKf3r/Image-Sep-22--2026--09_45_33-AM",1565,1005,"Import from Bloom Growth, Step 6: Choose what to import, with toggles for each team and data type such as To-dos, Rocks, Scorecard and V/TO","Image Sep 22, 2026, 09 45 33 A M",[13,1889,973],{},[13,1891,1432,1892,1894],{},[20,1893,25],{"href":22}," will import the remaining data you selected from Bloom Growth.",[76,1896,1439],{"id":1897},"choose-how-to-handle-archived-rocks-1",[13,1899,1442,1900,1902],{},[34,1901,1445],{}," dropdown to choose how archived Rocks from Bloom Growth should be handled:",[91,1904,1905,1911,1919],{},[94,1906,1907,1454,1909,173],{},[34,1908,1453],{},[20,1910,25],{"href":22},[94,1912,1913,1462,1915,1466,1917,173],{},[34,1914,1461],{},[34,1916,1465],{},[20,1918,25],{"href":22},[94,1920,1921,1474,1923,173],{},[34,1922,1473],{},[20,1924,25],{"href":22},[76,1926,1480],{"id":1927},"import-the-remaining-data-1",[217,1929,1930,1934,1938,1942,1948,1950],{},[94,1931,1485,1932,173],{},[34,1933,1445],{},[94,1935,1490,1936,173],{},[34,1937,1493],{},[94,1939,261,1940,173],{},[34,1941,1498],{},[94,1943,1944,1503,1946,1506],{},[20,1945,25],{"href":22},[34,1947,989],{},[94,1949,1509],{},[94,1951,1512,1952,795],{},[34,1953,746],{},[1008,1955,1956],{},[13,1957,1519,1958,1015,1960,1525],{},[34,1959,1014],{},[34,1961,1524],{},[63,1963],{"asset":1964},{"id":1965,"publicId":1966,"version":1967,"format":69,"resourceType":70,"width":1968,"height":1969,"alt":1970,"name":1971},"a4a77f11d63c96190d8da55ad1d76b42","docs/a_01M3452XNRWnNQ5PSed8R1Tk94/Screenshot-2026-09-22-at-9-51-37-AM",1791492659,3152,2030,"Import from Bloom Growth, Step 7: Import remaining data, with an Archived Rocks handling dropdown, pending items list and Start importing remaining data button","Screenshot 2026 09 22 At 9.51.37  A M",[597,1973,1040],{"id":1974},"import-complete-1",[13,1976,1037,1977,1041],{},[34,1978,1622],{},[13,1980,261,1981,1983],{},[34,1982,1627],{}," to download a summary of the data imported from Bloom Growth.",[13,1985,1986,1988,1989,1991],{},[34,1987,1633],{}," Review the imported teams, people, and data in ",[20,1990,25],{"href":22}," after completing the migration to confirm everything has come across correctly.",[63,1993],{"asset":1994},{"id":1995,"publicId":1996,"version":1967,"format":69,"resourceType":70,"width":1997,"height":1998,"alt":1999,"name":2000},"756b76e12a53afbbac5f9e36ce8ca98e","docs/a_01M345F4P5jHksZQ8pgbG6r3a6/Screenshot-2026-09-22-at-9-56-13-AM",3154,2028,"Import from Bloom Growth Import complete screen confirming 6 meetings imported, with the Download migration summary link and the Done button","Screenshot 2026 09 22 At 9.56.13  A M",[158,2002,2004],{"id":2003},"review-your-team","Review your team",[13,2006,2007],{},"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:",[91,2009,2010,2013,2016,2019,2022],{},[94,2011,2012],{},"Review imported users and team assignments",[94,2014,2015],{},"Change user permissions",[94,2017,2018],{},"Assign users to one or multiple teams",[94,2020,2021],{},"Choose whether to send invites immediately",[94,2023,2024],{},"Add additional users manually",[76,2026,2028],{"id":2027},"send-invite","Send Invite",[13,2030,2031],{},"Toggle this ON if you want the user to receive their invitation email immediately.",[597,2033,2035],{"id":2034},"how-to-edit-a-user","How to Edit a User",[217,2037,2038,2041,2044,2047],{},[94,2039,2040],{},"Locate the user in the list",[94,2042,2043],{},"Click on their Team field to change team assignments",[94,2045,2046],{},"Click on the Permission dropdown to update access",[94,2048,2049],{},"Toggle “Send invite” ON or OFF depending on whether you want to invite them now",[597,2051,2053],{"id":2052},"how-to-add-a-new-user","How to Add a New User",[13,2055,2056],{},"At the bottom of the screen:",[217,2058,2059,2073,2084],{},[94,2060,2061,2062],{},"Enter:",[91,2063,2064,2067,2070],{},[94,2065,2066],{},"First name",[94,2068,2069],{},"Last name",[94,2071,2072],{},"Email address",[94,2074,2075,2076],{},"Select:",[91,2077,2078,2081],{},[94,2079,2080],{},"Permission level",[94,2082,2083],{},"Team assignment",[94,2085,261,2086],{},[34,2087,2088],{},"Add user",[63,2090],{"asset":2091},{"id":2092,"publicId":2093,"version":2094,"format":69,"resourceType":70,"width":2095,"height":2096,"alt":2097,"name":2098},"2241d2f4583d1f4fbcea8043083fcae8","docs/a_01KRWbx9PE0PXSjxd0c1E2Y1z7/Screenshot-2026-05-18-at-2-36-47-AM",1791492619,2858,1862,"Review your team dialog listing imported users with team, permission and Send invite toggles, an Add a new user form and the Send invites button","Screenshot 2026 05 18 At 2.36.47  A M",[158,2100,2102],{"id":2101},"schedule-your-first-l10","Schedule your first L10",[597,2104,2106],{"id":2105},"schedule-a-meeting","Schedule a Meeting",[13,2108,2109],{},"Use this when planning ahead.",[76,2111,2113],{"id":2112},"steps","Steps:",[217,2115,2116,2121,2127,2132],{},[94,2117,261,2118],{},[34,2119,2120],{},"Start a Meeting",[94,2122,233,2123,2126],{},[34,2124,2125],{},"Schedule"," tab",[94,2128,2129,2130],{},"Choose your ",[34,2131,316],{},[94,2133,2134],{},"Select the meeting type (e.g., Weekly L10 Meeting – EOS®)",[13,2136,2137],{},"Then complete the Meeting Details:",[217,2139,2140,2145,2150,2155,2177,2180],{},[94,2141,2142,2144],{},[34,2143,230],{}," (optional)",[94,2146,2147],{},[34,2148,2149],{},"Date",[94,2151,2152],{},[34,2153,2154],{},"Time",[94,2156,2157,2160],{},[34,2158,2159],{},"Repeats",[91,2161,2162,2165,2168,2171,2174],{},[94,2163,2164],{},"Does not repeat",[94,2166,2167],{},"Weekly",[94,2169,2170],{},"Monthly",[94,2172,2173],{},"Yearly",[94,2175,2176],{},"Custom",[94,2178,2179],{},"Add a Video Call link",[94,2181,261,2182],{},[34,2183,2106],{},[13,2185,2186],{},"Your meeting will now be scheduled and visible in your Meetings list.",[63,2188],{"asset":2189},{"id":2190,"publicId":2191,"version":2094,"format":69,"resourceType":70,"width":2192,"height":2096,"alt":2193,"name":2194},"ec42870fb81beac72461bec6c6a76175","docs/a_01KRWc4SeDjsAB9y93dWT1xbMK/Screenshot-2026-05-18-at-2-42-57-AM",2860,"Schedule a meeting dialog for a Weekly L10 meeting, with team, date, time, repeat and video call link fields and the Schedule a meeting button","Screenshot 2026 05 18 At 2.42.57  A M",[13,2196,2197,2198,173],{},"You're all set! You can now start exploring ",[20,2199,25],{"href":22},[13,2201,2202],{},"To book other meetings you can refer to the guide below.",[2204,2205],"docs-button",{":new_tab":2206,"label":2207,"url":2208},"true","L10™ Meetings Guide","/docs/guides/l10-meetings#start-or-schedule-a-meeting",[63,2210],{"asset":2211},{"id":2212,"publicId":2213,"version":2214,"format":69,"resourceType":70,"width":2192,"height":2215,"alt":2216,"name":2217},"d32f8dc701bc8f51cb34d14baa9f5cf7","docs/a_01kRWcaDyZSzS4mRGbCyFFx06D/Screenshot-2026-05-18-at-2-47-37-AM",1791492620,1868,"Success.co Dashboard with the setup checklist complete and a You're all set message, plus a banner to join the upcoming Weekly L10 meeting","Screenshot 2026 05 18 At 2.47.37  A M",{"title":2219,"searchDepth":2220,"depth":2220,"links":2221},"",2,[2222,2223,2224,2228,2229,2232,2235,2239],{"id":160,"depth":2220,"text":161},{"id":437,"depth":2220,"text":438},{"id":528,"depth":2220,"text":529,"children":2225},[2226],{"id":599,"depth":2227,"text":600},3,{"id":678,"depth":2220,"text":561},{"id":1067,"depth":2220,"text":567,"children":2230},[2231],{"id":1616,"depth":2227,"text":1040},{"id":1648,"depth":2220,"text":570,"children":2233},[2234],{"id":1974,"depth":2227,"text":1040},{"id":2003,"depth":2220,"text":2004,"children":2236},[2237,2238],{"id":2034,"depth":2227,"text":2035},{"id":2052,"depth":2227,"text":2053},{"id":2101,"depth":2220,"text":2102,"children":2240},[2241],{"id":2105,"depth":2227,"text":2106},[2243,2244,2245,2246,2247,2248,2249,2250],{"id":160,"title":161},{"id":437,"title":438},{"id":528,"title":529},{"id":678,"title":561},{"id":1067,"title":567},{"id":1648,"title":570},{"id":2003,"title":2004},{"id":2101,"title":2102},{"title":2252,"description":2253},"Import Data — Success.co","Bring your data into Success.co: start fresh, import Excel or CSV spreadsheets, or migrate from Ninety, Bloom Growth or EOS One step by step.","2026-05-18T01:48:00+00:00","2026-09-22T08:27:11+00:00",{"value":2257},[2258,2274,2325,2346,2352,2361],{"title":2259,"links":2260},"Getting Started",[2261,2264,2267,2270,2273],{"title":2262,"href":2263},"Getting Started with Success.co","/docs/guides/getting-started",{"title":2265,"href":2266},"Join your team","/docs/guides/join-your-team",{"title":2268,"href":2269},"EOS® Implementers  Guide","/docs/guides/implementers",{"title":2271,"href":2272},"Affiliate Program Guide","/docs/guides/affiliate-program",{"title":7,"href":6},{"title":2275,"links":2276},"Platform",[2277,2280,2283,2286,2289,2291,2294,2297,2299,2301,2304,2307,2310,2313,2316,2319,2322],{"title":2278,"href":2279},"Vision/Traction Organizer (V/TO®)  Guide","/docs/guides/vision-traction-organizer-vto",{"title":2281,"href":2282},"Accountability Chart 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