ChangePlan doesn't support bulk-ingesting an entire environment in a single pass. Some data can be uploaded in bulk via an XLS spreadsheet; other fields need to be entered directly in ChangePlan.
This article summarises which is which, so you know what to prepare as a spreadsheet and what to plan to hand-key.
Your data remains strictly confidential as per our user agreement.
Organisation-wide audience data
Before you start creating initiatives, you can bulk-load your organisation's overall audience data:
- Audience org chart — can be uploaded via XLS.
- Employees — can be uploaded via XLS.
Creating an initiative
When you create a new initiative, these fields need to be hand-keyed:
- Initiative name
- Go-live date
- Portfolio
- Owner
Within each initiative
Once an initiative exists, some of its data can be bulk-uploaded via XLS, and some needs to be entered directly in ChangePlan.
Can be uploaded via XLS
- Audience: Individuals and Custom groups
- Impacts
- Risks
- Activities
Needs to be hand-keyed in ChangePlan
- Uploading project documents
- Change effort assessment
- Initiative brief questions
- Selecting audience org chart groups
- Checklist items (optional)
- Change canvas text fields
- Project benefits
Quick reference
Data | Bulk upload via XLS? |
Organisation audience org chart | Yes |
Organisation employees | Yes |
Initiative name, go-live, sponsor, portfolio, other details | No — hand-keyed when the initiative is created |
Audience individuals & custom groups (per initiative) | Yes |
Impacts (per initiative) | Yes |
Risks (per initiative) | Yes |
Activities (per initiative) | Yes |
Project documents | No |
Change effort assessment | No |
Initiative brief questions | No |
Audience org chart groups (selection) | No |
Checklist items | No (optional) |
Change canvas text fields | No |
Project benefits | No |
If you have a large volume of inflight project data to bring across, reach out to your ChangePlan contact — we can help you plan which spreadsheets to prepare first.