This article describes how to do a one-time initial data import into the PeopleGrove platform. This document only discusses this initial upload.
The purpose of this kind of integration is to sync student or alumni data into the PeopleGrove system to pre-fill profile data and send email invites.
We recommend separate imports for your soft launch group, your mentors/alumni, and your mentees/students. PeopleGrove will import the data on your behalf, and we recommend sending the data as soon as it’s ready, or at least 3-5 days before the relevant launch group.
If you need to discuss data sharing/security concerns, please indicate that on the checklist and discuss with your account manager during your next configuration meeting.
In order to successfully import users, we'll need you to provide the following data for each user:
- First name
- Last name
We cannot import data into our system if you are missing any of these fields (i.e., if you do not provide an email address or if you provide an incorrectly formatted email address, that user will not be imported).
While this data is not required, we strongly recommend that you include it if possible.
- Database Key: Including database keys will make it easier to track your data between PeopleGrove and other platforms
- Graduation Year: Including graduation years will enable you to easily transition accounts from "Student" to "Alumni," helping you keep data up-to-date as students graduate.
- Location: Including location will help you track user's location across platforms.
Format your data
Format your data based on the guidelines in this spreadsheet.
We recommend that you read the Instructions tab in the spreadsheet preparatory to compiling your import file, as this will provide you with more detailed information about formatting your import file properly. It's important to make sure the data is formatted properly or the upload won't work.
Please note that the only tab of importance for a Basic Import is the "User Data" tab; you should use that tab as your template and ignore the other tabs in the spreadsheet.
Send the spreadsheet to PeopleGrove
Then share your completed spreadsheet with your account manager or email firstname.lastname@example.org.