# 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](https://www.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.

URL: https://www.success.co/docs/guides/import-templates  
Published: 2026-03-19

### Rocks

In the Rocks section, click the three-dot icon and select “Import Excel.”

[Download Template](https://res.cloudinary.com/successco/raw/upload/v1791494362/docs/a_01Km3er4E7MN2JcE81V639dD2M/sample_rocks.xlsx)

![Success.co Rocks page with an arrow pointing to the three-dot menu in the top right, open to show the Import Excel option](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KmHXME15dmmE8nzC1g2rN7h8/Screenshot-2026-03-25-at-7-05-57-AM)

### To-do's

In the To-do's section, click the three-dot icon and select “Import Excel.”

[Download Template](https://res.cloudinary.com/successco/raw/upload/v1791494362/docs/a_01km3fw35XKCAK25DxX66Qcaj1/sample_todos.xlsx)

![To-Dos page with the Import Excel file dialog open, showing a drag and drop area, a Download sample file link and the Import Excel file button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kmHXr9Q8ZYA9R7sSnfyTH9a1/Screenshot-2026-03-25-at-7-17-37-AM)

### Issues

In the Issues's section, click the three-dot icon and select “Import Excel.”

[Download Template](https://res.cloudinary.com/successco/raw/upload/v1791494362/docs/a_01km3fx6R3T9Tqz2wVe708C9qX/sample_issues.xlsx)

![Issues page with the Import Excel file dialog open, showing a drag and drop area, a Download sample file link and the Import Excel file button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KmHxwsN860mJ4XQ97520fr2r/Screenshot-2026-03-25-at-7-20-26-AM)

### Headlines

In the Issues's section, click the three-dot icon and select “Import Excel.”

[Download Template](https://res.cloudinary.com/successco/raw/upload/v1791494362/docs/a_01KM3g01Ec0PacBzjhWtrBnpge/sample_headlines.xlsx)

![Headlines page with the Import Excel file dialog open, showing a drag and drop area, a Download sample file link and the Import Excel file button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMHXYT50hHWwsV2Y37ae9k6D/Screenshot-2026-03-25-at-7-21-59-AM)

### Scorecard

In the Scorecard's section, click the three-dot icon and select “**Import CSV.**”

[Weekly](https://res.cloudinary.com/successco/raw/upload/v1791494363/docs/a_01Km3g5V35MV02xMMvpWDtj9tE/sample_scorecard_weekly.csv)

[Monthly](https://res.cloudinary.com/successco/raw/upload/v1791494363/docs/a_01kM3g5TxpnEcG3vG7DaAt8DBy/sample_scorecard_monthly.csv)

[Quarterly](https://res.cloudinary.com/successco/raw/upload/v1791494363/docs/a_01KM3G5V0dq78scJ6gzW60tmbv/sample_scorecard_quarterly.csv)

[Annually](https://res.cloudinary.com/successco/raw/upload/v1791494363/docs/a_01KM3g5tTyYXyj9Zkz22F3aaTd/sample_scorecard_annually.csv)

![Scorecard page with the Import CSV file dialog open, showing a drag and drop area, a Download sample file link and the Import CSV file button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kMHY3196t5CPH3gvZtaz2ryZ/Screenshot-2026-03-25-at-7-24-24-AM)

### Accountability Chart

In the Accountability Chart section select the **Draft** tab then click the three-dot icon and select “**Import CSV**.”

[Download](https://res.cloudinary.com/successco/raw/upload/v1791494364/docs/a_01kMhY9623dDPMaP9BhKRchEKy/sample_acc_chart--1.csv)

![Accountability Chart Drafts tab with an arrow pointing to the three-dot menu, open to show the Import CSV and Export CSV options](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kmhYaJ8F3S055Q39D5b552Y4/Screenshot-2026-03-25-at-7-25-54-AM)

### Users

In the Peoples section, click the three-dot icon and select “**Import CSV.**”

[Download Template](https://res.cloudinary.com/successco/raw/upload/v1791494364/docs/a_01kmHYjks06aFNjT8K3s5WNBaZ/sample_users--2.csv)

![Success.co People page with the three-dot menu in the top right open to show the Import CSV option](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KMHyk43Q8QV38eMKj0c2667w/Screenshot-2026-03-25-at-7-30-09-AM)