Import people and units
This page explains how to import people and units into an organization in Valuable.
Note: Only Organization administrators can import people and units using this feature.
Preparing the import
Importing people into an organization is done by uploading a file in CSV format containing the information of the people to be imported. Files in CSV format can be created by most spreadsheet applications, e.g. Microsoft Excel and Google Sheets.
The file containing informatiom about the people to be imported is referred to as the “People CSV file”.
If all persons in the People CSV file belong to units already added to Valuable, only the People CSV file needs to be uploaded. Otherwise, a Unit CSV file describing the units to be imported needs to be uploaded as well.
Both these files are described in more detail in the following sections.
People CSV file
The People CSV file contains the information of the people to be imported, and has the following columns:
| Column | Description | Example | Comments |
|---|---|---|---|
| Unique ID | A unique identifier for the person, used to differentiate people with the same name | HEPPB5 | The person’s company ‘username’ could be suitable. If this is left empty, the Email of the person will be used |
| First name | The persons first name(s) | Hepp | |
| Last name | The persons last name(s) | Bee | |
| The email address of the person | bee@hepphive.se | Must be unique within the organization. | |
| Unit | The name of the unit the person belons to. | Hive Dev 2 | Must match exactly the name of a unit in Valuable or the name of a unit in the Unit CSV file. |
| Role 1 | The name of the person’s primary role | Test Engineer | Optional. Must match exactly the name of a role in the organization’s primary language. See below for details. |
| Role 1 FTE% | The full-time-equivalent percentage the person works in their primary role. | 50 | Optional. Whole-number value only, no fractions or ‘%’ characters. |
| Role 2 | See ‘Role 1’ | Team Lead | Optional. |
| Role 2 FTE% | See ‘Role 1 FTE%’ | 30 | Optional. |
| Role 3 | See ‘Role 1’ | Optional. | |
| Role 3 FTE% | See ‘Role 1 FTE%’ | Optional. |
Note: In the example above, Hepp Bee works part-time, at 80% of a full-time equivalent (e.g. 32hrs/week out of 40hrs/w), out of which they work 50% of a full-time equivalent (e.g. 20hrs/w) as a Test Engineer and 30% as a Team Lead (e.g. 12hrs/w).
Role names
The role names in the People CSV file must match exactly the name of a role in the organization’s primary language.
If your user profile is set to the same language as the organization’s primary language, this is the name you will see when viewing the role in Valuable. If not, you can open the View role data page from the View role page to see the role name in the organization’s primary language.
Template People CSV file
A ready-made CSV template for the People CSV file is available for download here: People CSV file template
Open the file above in a spreadsheet application and populate the columns with the information of the people to be imported.
Unit CSV file
Note: The Unit CSV file is only required if the People CSV file contains persons that belong to a unit not already in Valuable.
The Unit CSV file contains the information of new units to be created as part of the import, and has the following columns:
| Column | Description | Example | Comments |
|---|---|---|---|
| Unit name | The name of the unit to be created | Hive Dev 2 | Must be unique within the organization. |
| Manage unique ID | The Unique ID of the manager of the unit | SOME1 | Optional. Must match exactly the Unique ID of a person in Valuable or in the Person CSV file |
A ready-made CSV template for the Unit CSV file is available for download here: Unit CSV file template
Performing the import
With the People CSV file and (optionally) the Unit CSV file created, open the Valuable web application and navigate to Organization > Import people and units.
Follow the instructions on the page that opens to import the contents of the People CSV file and (optionally) the Unit CSV file.