Import Templates
This guide provides import templates for each section. You can download the templates to prepare and organize your data correctly before importing it into the system.
- If you are migrating from Ninety, you can import the generated Excel/CSV file directly into Success.co.
- If not, you can use a sample file to bulk import your data.
- You can download the sample file by selecting “Download sample file.”
- Alternatively, you can download it using the download button for each section below.
Rocks
In the Rocks section, click the three-dot icon and select “Import Excel.”
To-do's
In the To-do's section, click the three-dot icon and select “Import Excel.”
Issues
In the Issues's section, click the three-dot icon and select “Import Excel.”
Headlines
In the Issues's section, click the three-dot icon and select “Import Excel.”
Scorecard
In the Scorecard's section, click the three-dot icon and select “Import CSV.”
Accountability Chart
In the Accountability Chart section select the Draft tab then click the three-dot icon and select “Import CSV.”
Users
In the Peoples section, click the three-dot icon and select “Import CSV.”
