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.”
