[{"data":1,"prerenderedAt":439},["ShallowReactive",2],{"docs:guide:import-templates":3,"docs:nav":280,"seo-settings":421},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":59,"sections":274,"seo":275,"publishedAt":278,"updatedAt":279},"import-templates","/docs/guides/import-templates","Import Templates",{"type":9,"children":10},"root",[11,19],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","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.",{"type":12,"tag":20,"props":21,"children":22},"ul",{},[23,38,43,54],{"type":12,"tag":24,"props":25,"children":26},"li",{},[27,29,36],{"type":17,"value":28},"If you are migrating from Ninety, you can import the generated Excel/CSV file directly into ",{"type":12,"tag":30,"props":31,"children":33},"a",{"href":32},"/",[34],{"type":17,"value":35},"Success.co",{"type":17,"value":37},".",{"type":12,"tag":24,"props":39,"children":40},{},[41],{"type":17,"value":42},"If not, you can use a sample file to bulk import your data.",{"type":12,"tag":24,"props":44,"children":45},{},[46,48],{"type":17,"value":47},"You can download the sample file by selecting ",{"type":12,"tag":49,"props":50,"children":51},"strong",{},[52],{"type":17,"value":53},"“Download sample file.”",{"type":12,"tag":24,"props":55,"children":56},{},[57],{"type":17,"value":58},"Alternatively, you can download it using the download button for each section below.",{"type":60,"value":61,"toc":262},"minimark",[62,67,70,81,94,98,101,107,115,119,122,128,137,141,143,149,159,163,170,179,186,193,200,207,211,222,230,240,244,249,255],[63,64,66],"h3",{"id":65},"rocks","Rocks",[13,68,69],{},"In the Rocks section, click the three-dot icon and select “Import Excel.”",[71,72],"docs-download",{"asset":73,"label":80},{"id":74,"publicId":75,"version":76,"format":77,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":79},"beafaf1f2a27e957a2a9bc3c0e04dfb6","docs/a_01Km3er4E7MN2JcE81V639dD2M/sample_rocks.xlsx",1791494362,"xlsx","raw","Sample Rocks","Download Template",[82,83],"docs-image",{"asset":84},{"id":85,"publicId":86,"version":87,"format":88,"resourceType":89,"width":90,"height":91,"alt":92,"name":93},"dc39dfa81a9fa958fd83296bdc882245","docs/a_01KmHXME15dmmE8nzC1g2rN7h8/Screenshot-2026-03-25-at-7-05-57-AM",1791492589,"png","image",2960,2054,"Success.co Rocks page with an arrow pointing to the three-dot menu in the top right, open to show the Import Excel option","Screenshot 2026 03 25 At 7.05.57  A M",[63,95,97],{"id":96},"to-dos","To-do's",[13,99,100],{},"In the To-do's section, click the three-dot icon and select “Import Excel.”",[71,102],{"asset":103,"label":80},{"id":104,"publicId":105,"version":76,"format":77,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":106},"3478a35c3c2d02f7f552c1aa5c2d230f","docs/a_01km3fw35XKCAK25DxX66Qcaj1/sample_todos.xlsx","Sample Todos",[82,108],{"asset":109},{"id":110,"publicId":111,"version":87,"format":88,"resourceType":89,"width":112,"height":91,"alt":113,"name":114},"8aaca75c51883f80a6ea0cfb03b68b02","docs/a_01kmHXr9Q8ZYA9R7sSnfyTH9a1/Screenshot-2026-03-25-at-7-17-37-AM",2950,"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","Screenshot 2026 03 25 At 7.17.37  A M",[63,116,118],{"id":117},"issues","Issues",[13,120,121],{},"In the Issues's section, click the three-dot icon and select “Import Excel.”",[71,123],{"asset":124,"label":80},{"id":125,"publicId":126,"version":76,"format":77,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":127},"94b62ea79b231002cc9dc417d292d8e7","docs/a_01km3fx6R3T9Tqz2wVe708C9qX/sample_issues.xlsx","Sample Issues",[82,129],{"asset":130},{"id":131,"publicId":132,"version":87,"format":88,"resourceType":89,"width":133,"height":134,"alt":135,"name":136},"1e92a2249ea9411cfcbf270acce1bb62","docs/a_01KmHxwsN860mJ4XQ97520fr2r/Screenshot-2026-03-25-at-7-20-26-AM",2954,2060,"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","Screenshot 2026 03 25 At 7.20.26  A M",[63,138,140],{"id":139},"headlines","Headlines",[13,142,121],{},[71,144],{"asset":145,"label":80},{"id":146,"publicId":147,"version":76,"format":77,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":148},"8cc9aa545ebe9bedbd94e5576fbabef0","docs/a_01KM3g01Ec0PacBzjhWtrBnpge/sample_headlines.xlsx","Sample Headlines",[82,150],{"asset":151},{"id":152,"publicId":153,"version":154,"format":88,"resourceType":89,"width":155,"height":156,"alt":157,"name":158},"3c8eb55940c630da7d47c4f707fd3454","docs/a_01KMHXYT50hHWwsV2Y37ae9k6D/Screenshot-2026-03-25-at-7-21-59-AM",1791492590,2958,2056,"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","Screenshot 2026 03 25 At 7.21.59  A M",[63,160,162],{"id":161},"scorecard","Scorecard",[13,164,165,166,169],{},"In the Scorecard's section, click the three-dot icon and select “",[49,167,168],{},"Import CSV.","”",[71,171],{"asset":172,"label":178},{"id":173,"publicId":174,"version":175,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":177},"33fe6ff15177528aa264fecf4799c6c7","docs/a_01Km3g5V35MV02xMMvpWDtj9tE/sample_scorecard_weekly.csv",1791494363,"csv","Sample Scorecard Weekly","Weekly",[71,180],{"asset":181,"label":185},{"id":182,"publicId":183,"version":175,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":184},"390ce05e42c47c1108ded209f5adccdd","docs/a_01kM3g5TxpnEcG3vG7DaAt8DBy/sample_scorecard_monthly.csv","Sample Scorecard Monthly","Monthly",[71,187],{"asset":188,"label":192},{"id":189,"publicId":190,"version":175,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":191},"38b3fd9983a5b8c92ca75feb0df8885d","docs/a_01KM3G5V0dq78scJ6gzW60tmbv/sample_scorecard_quarterly.csv","Sample Scorecard Quarterly","Quarterly",[71,194],{"asset":195,"label":199},{"id":196,"publicId":197,"version":175,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":198},"87bb00da059c4ceb60e6da724f5c7763","docs/a_01KM3g5tTyYXyj9Zkz22F3aaTd/sample_scorecard_annually.csv","Sample Scorecard Annually","Annually",[82,201],{"asset":202},{"id":203,"publicId":204,"version":154,"format":88,"resourceType":89,"width":155,"height":134,"alt":205,"name":206},"46d9969fd928a9bb8495b85da9ad874f","docs/a_01kMHY3196t5CPH3gvZtaz2ryZ/Screenshot-2026-03-25-at-7-24-24-AM","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","Screenshot 2026 03 25 At 7.24.24  A M",[63,208,210],{"id":209},"accountability-chart","Accountability Chart",[13,212,213,214,217,218,221],{},"In the Accountability Chart section select the ",[49,215,216],{},"Draft"," tab then click the three-dot icon and select “",[49,219,220],{},"Import CSV",".”",[71,223],{"asset":224,"label":229},{"id":225,"publicId":226,"version":227,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":228},"131674e873687ed80f7b4f6b77215d7d","docs/a_01kMhY9623dDPMaP9BhKRchEKy/sample_acc_chart--1.csv",1791494364,"Sample Acc Chart (1)","Download",[82,231],{"asset":232},{"id":233,"publicId":234,"version":235,"format":88,"resourceType":89,"width":236,"height":237,"alt":238,"name":239},"759235952fce141cd728ae89e6fadd99","docs/a_01kmhYaJ8F3S055Q39D5b552Y4/Screenshot-2026-03-25-at-7-25-54-AM",1791492591,2956,2052,"Accountability Chart Drafts tab with an arrow pointing to the three-dot menu, open to show the Import CSV and Export CSV options","Screenshot 2026 03 25 At 7.25.54  A M",[63,241,243],{"id":242},"users","Users",[13,245,246,247,169],{},"In the Peoples section, click the three-dot icon and select “",[49,248,168],{},[71,250],{"asset":251,"label":80},{"id":252,"publicId":253,"version":227,"format":176,"resourceType":78,"width":-1,"height":-1,"alt":-1,"name":254},"d94439389e68b3b53ce5724b1b4e648d","docs/a_01kmHYjks06aFNjT8K3s5WNBaZ/sample_users--2.csv","Sample Users (2)",[82,256],{"asset":257},{"id":258,"publicId":259,"version":235,"format":88,"resourceType":89,"width":112,"height":156,"alt":260,"name":261},"c0d063a8823655fdf33bc0a4915b08c0","docs/a_01KMHyk43Q8QV38eMKj0c2667w/Screenshot-2026-03-25-at-7-30-09-AM","Success.co People page with the three-dot menu in the top right open to show the Import CSV option","Screenshot 2026 03 25 At 7.30.09  A M",{"title":263,"searchDepth":264,"depth":264,"links":265},"",2,[266,268,269,270,271,272,273],{"id":65,"depth":267,"text":66},3,{"id":96,"depth":267,"text":97},{"id":117,"depth":267,"text":118},{"id":139,"depth":267,"text":140},{"id":161,"depth":267,"text":162},{"id":209,"depth":267,"text":210},{"id":242,"depth":267,"text":243},[],{"title":276,"description":277},"Import Templates — Success.co","Download Excel import templates for Rocks, To-Dos, Issues, Headlines, Scorecard, Accountability Chart and users, then bulk import them into Success.co.","2026-03-19T16:50:00+00:00","2026-04-15T10:12:17+00:00",{"value":281},[282,300,351,370,376,385],{"title":283,"links":284},"Getting Started",[285,288,291,294,297],{"title":286,"href":287},"Getting Started with Success.co","/docs/guides/getting-started",{"title":289,"href":290},"Join your team","/docs/guides/join-your-team",{"title":292,"href":293},"EOS® Implementers  Guide","/docs/guides/implementers",{"title":295,"href":296},"Affiliate Program Guide","/docs/guides/affiliate-program",{"title":298,"href":299},"Import Data","/docs/guides/import-data",{"title":301,"links":302},"Platform",[303,306,309,312,315,317,320,323,325,327,330,333,336,339,342,345,348],{"title":304,"href":305},"Vision/Traction Organizer (V/TO®)  Guide","/docs/guides/vision-traction-organizer-vto",{"title":307,"href":308},"Accountability Chart Guide","/docs/guides/accountability-chart",{"title":310,"href":311},"Dashboard Guide to Track Rocks, To-Dos & Issues","/docs/guides/dashboard",{"title":313,"href":314},"L10™ Meetings","/docs/guides/l10-meetings",{"title":66,"href":316},"/docs/guides/rocks",{"title":318,"href":319},"Scorecard™","/docs/guides/scorecard",{"title":321,"href":322},"EOS® Meeting Agendas Guide","/docs/guides/agendas",{"title":118,"href":324},"/docs/guides/issues",{"title":140,"href":326},"/docs/guides/headlines",{"title":328,"href":329},"How To Use To-Dos in Success.co?","/docs/guides/to-dos",{"title":331,"href":332},"People Analyzer","/docs/guides/people-analyzer",{"title":334,"href":335},"Organizational Checkup™","/docs/guides/organizational-checkup",{"title":337,"href":338},"S.W.O.T","/docs/guides/swot-analysis",{"title":340,"href":341},"Process","/docs/guides/process",{"title":343,"href":344},"Implementer Hub","/docs/guides/implementer-hub",{"title":346,"href":347},"Insights","/docs/guides/insights",{"title":349,"href":350},"Mastery","/docs/guides/mastery",{"title":352,"links":353},"Advanced",[354,357,360,363,366,369],{"title":355,"href":356},"Filtering","/docs/guides/filtering",{"title":358,"href":359},"Quarter Dates","/docs/guides/quarter-dates",{"title":361,"href":362},"Keyboard Shortcuts Guide","/docs/guides/keyboard-shortcuts",{"title":364,"href":365},"Related Items","/docs/guides/related-items",{"title":367,"href":368},"Notifications","/docs/guides/notifications",{"title":7,"href":6},{"title":371,"links":372},"Billing",[373],{"title":374,"href":375},"Billing Guide – Set Up Payments, Update Details, and Access Invoices","/docs/guides/billing",{"title":377,"links":378},"Apps",[379,382],{"title":380,"href":381},"Desktop App Guide to Boost Productivity & Track Tasks","/docs/guides/desktop-app",{"title":383,"href":384},"Mobile App","/docs/guides/mobile-app",{"title":386,"links":387},"Integrations",[388,391,394,397,400,403,406,409,412,415,418],{"title":389,"href":390},"Success.co Integrations","/docs/guides/successco-integrations",{"title":392,"href":393},"Google Calendar Integration Guide","/docs/guides/google-calendar",{"title":395,"href":396},"Microsoft Calendar Integration Guide","/docs/guides/microsoft-calendar",{"title":398,"href":399},"Microsoft Teams","/docs/guides/microsoft-teams",{"title":401,"href":402},"Slack","/docs/guides/slack",{"title":404,"href":405},"Asana Integration Guide","/docs/guides/asana",{"title":407,"href":408},"ClickUp Integration Guide","/docs/guides/clickup",{"title":410,"href":411},"Monday.com Integration Guide","/docs/guides/monday",{"title":413,"href":414},"Teamwork Integration Guide","/docs/guides/teamwork",{"title":416,"href":417},"Success.co AI Connector (MCP)","/docs/guides/ai-mcp-connector",{"title":419,"href":420},"Zapier","/docs/guides/zapier",{"value":422},{"id":423,"extension":424,"meta":425,"og_image":426,"og_locale":427,"og_title_fallback":428,"site_url":429,"stem":430,"title_suffix":431,"__hash__":432,"ogImageAsset":433},"seoSettings/settings/seo.yml","yml",{},"df2824aa25f11988810a1b0f3c08f0f2","en_GB","The EOS App","https://www.success.co","settings/seo"," — Success.co","nnRZDXC71vobecumYGFChQJ7a9XRrFJq7bfBBCWo6Bk",{"id":426,"publicId":434,"version":435,"format":88,"resourceType":89,"width":436,"height":437,"alt":35,"name":438},"site/success-opengraph-image",1791366213,1200,630,"Success OpenGraph Image",1792815199573]