Every app gives you the option to upload or import your data rather than creating items within the app itself. This is useful for when you want to create draft forms for everyone at once, with some of the data already pre-loaded. It can also be used to create a record of past items within PeopleGoal - for example to capture last year's performance review for each employee, by creating a live PeopleGoal form with the data you input.
Data can only be imported by an app owner, as you'll need access to the app Settings to upload your template.
This will generate a unique XLS template for you to fill out, with a column for each of the elements you've added to your app template. Note that any time you change your app template a new import template will be generated to reflect the latest version of your app.
Save a local copy and fill out your XLS template. The first few columns will ask for Participant data, then you'll have a column for each element in your template.
To do this:
You can check on the status of your upload in the Data imports section. Click on the import name to view how many items have loaded. Once uploaded you can click the item name to open up the live form and see how it will look for users.
If the data needs to be changed or you've decided to make an edit to your app template, you can roll back any imports and upload them again. To roll back an import:
This will begin removing your live forms from the app, and you can fill out a new import template to re-upload your items in the new format.
PeopleGoal Support Team
Account Management & Implementation Specialists