Merge pull request #8961 from MicrosoftDocs/main

Publish main to live, Tuesday 3:30PM PST, 12/03

Viva/glint/TOC.yml

@@ -354,8 +354,12 @@ items:
                 href: setup/360-email-edits.md
               - name: Manage subjects, coaches, feedback providers
                 href: setup/360-manage-subjects.md
-          - name: Export and import cycle content
-            href: setup/360-export-import.md
+          - name: Export and import 360 Feedback program cycle content
+            items:
+              - name: Export and import language translations for Viva Glint 360 Feedback programs
+                href: setup/360-export-import.md
+              - name: Export CSV reports for 360 Feedback program Subjects and Coaches
+                href: setup/360-download-csv.md
           - name: Test and launch
             href: setup/360-test-launch.md
           - name: Admin experience during live survey

Viva/glint/setup/360-download-csv.md

@@ -0,0 +1,58 @@
+---
+title: 360 Subject, Feedback Provider, and Coach CSV reports
+description: Export and import spreadsheets with Subject and Coach information for Viva Glint 360 Feedback programs.
+ms.author: JudithWeiner
+author: JudyWeiner
+manager: MelissaBarry
+audience: admin
+f1.keywords: NOCSH
+keywords: remove action, remove action column, 
+ms.collection:  
+- m365initiative-viva
+- selfserve 
+search.appverid: MET150 
+ms.topic: article
+ms.service: viva-glint
+ms.localizationpriority: high
+ms.date: 12/03/2024
+---
+
+# 360 Subject, Feedback Provider, and Coach CSV reports
+
+For any 360 cycle in draft or scheduled status, admins can download a CSV file by selecting the **Import Subjects** button and then the **Download CSV** link.
+
+Download a CSV file to:
+- Perform a bulk upload or download of Subjects
+- Receive a time-based release of your 360 report
+- Perform a bulk extension of the 360 end date for Subjects
+
+:::image type="content" source="../../media/glint/setup/360-import-csv.png" alt-text="Screenshot of the Import Subjects button for a 360 program.":::
+
+:::image type="content" source="../../media/glint/setup/360-download-csv.png" alt-text="Screenshot of the Upload a Subject and Coach CSV file dialog box for a 360 program.":::
+
+Open your CSV download in a new tab. These columns generate:
+
+|Column|Column header|
+|------|---------|
+|A|Subject Employee ID|
+|B|Subject Email Address|
+|C|Subject First Name (optional)|
+|D|Subject Last Name (optional)|
+|E|Coach Employee ID|
+|F|Coach Email Address|
+|G|Coach First Name (optional)|
+|H|Coach Last Name (optional)|
+|I|Remove Action|
+|J|Glint Error Message - Leave Blank
+
+## Use the Remove Action column
+
+There are three ways to use the **Remove Action** column:
+
+- Leave the cell blank to bulk upload a Subject or a Subject/Coach pair for a cycle
+- Insert **SUBJECT** into a cell to remove the Subject from that cycle
+- Insert **COACH** to keep the Subject but remove the Subject's coach from that cycle
+
+
+
+

Viva/glint/setup/360-export-import.md

@@ -1,8 +1,8 @@
 ---
-title: Viva Glint 360 cycle content export and import 
-description: Export and import translation files for 360 feedback cycles.
-ms.author: aweixelman
-author: AliciaWeixelman
+title: Viva Glint 360 language translations export and import 
+description: Export and import language translation files for 360 feedback cycles
+ms.author: JudithWeiner
+author: JudyWeiner
 manager: melissabarry
 audience: admin
 f1.keywords: NOCSH
@@ -14,10 +14,10 @@ search.appverid: MET150
 ms.topic: article
 ms.service: viva-glint
 ms.localizationpriority: high
-ms.date: 8/23/2024
+ms.date: 12/02/2024
 ---
 
-# Viva Glint 360 cycle content export and import 
+# Viva Glint 360 language translations export and import 
 
 After setting up a Microsoft Viva Glint 360 cycle and making all customizations in English, use Export and Import Cycle Content options to apply all updates to translations.
 
@@ -28,26 +28,26 @@ After setting up a Microsoft Viva Glint 360 cycle and making all customizations
 
 To export 360 content files from the cycle page and edit content to prepare for import:
 
-> [!NOTE]
-> New 360 content can't be added to your cycle with the export/import process. This feature only updates translations for content that already exists in your 360 cycle.
-
 1. Select **Actions** and choose **Export Cycle Content**.
 1. In the dialog that appears, choose the **Content Details to Include** and select **Languages** to export.
 1. Select XLSX or CSV in the **Select Content Type** dropdown menu.
 
+> [!NOTE]
+> New 360 content can't be added to your cycle with the export/import process. This feature only updates translations for content that already exists in your 360 cycle.
+
    :::image type="content" source="../../media/glint/setup/360-export-cycle-content.png" alt-text="Screenshot of the Export Cycle Content dialog with content, language, and file format selections.":::
 
-1. Folders (compressed with .zip extension) that contain files for each language download for each type of selected content
-1. Double-click each .zip folder to open and view all language files for each content type.
-2. Open and edit files in each language where customizations need to be added.
+4. Folders (compressed with .zip extension) that contain files for each language download for each type of selected content
+5. Double-click each .zip folder to open and view all language files for each content type.
+6. Open and edit files in each language where customizations need to be added.
 
-   > [!IMPORTANT]
-   > To retain special characters and formatting, always open CSV files by [importing data from csv](https://support.microsoft.com/en-us/office/import-data-from-a-csv-html-or-text-file-b62efe49-4d5b-4429-b788-e1211b5e90f6) in Microsoft Excel.
+   > [!IMPORTANT]  
+   > To retain special characters and formatting, always open CSV files by [importing data from CSV](https://support.microsoft.com/en-us/office/import-data-from-a-csv-html-or-text-file-b62efe49-4d5b-4429-b788-e1211b5e90f6) in Microsoft Excel.
 
-1. Modify content in columns that contain "translated" in the column label.
+7. Modify content in columns that contain "translated" in the column label.
 
-> [!IMPORTANT]
-> Don’t edit exported **file names** or **header names** in the files to ensure that files import successfully.
+   > [!IMPORTANT]  
+   > To ensure that files import successfully, don’t edit exported **file names** or **header names**.
 
 ## Import edited content to the 360 cycle page
 
@@ -62,3 +62,7 @@ To export 360 content files from the cycle page and edit content to prepare for
 
 5. Select **Next** and then choose **Make changes**.
 6. Refresh the cycle page to track the upload's progress or wait for a confirmation email.
+
+## Generate CSV files to view 360 Subjects information
+
+[Follow this guidance](360-download-csv.md)

Viva/import-orgdata.md

@@ -4,7 +4,7 @@ ms.reviewer: elizapo
 ms.author: elizapo
 author: lizap
 manager: elizapo
-ms.date: 11/05/2024
+ms.date: 12/03/2024
 audience: Admin
 f1.keywords:
 - NOCSH
@@ -33,8 +33,8 @@ To import your data, you populate a .csv template with the attributes (or inform
 
 ## Step 1 - Download a .csv template
 
-1. Sign into to the Microsoft 365 admin center as a user with Global Admin permissions.
-1. On the **Organizational Data in Microsoft 365** page (under **Setup > Migration and imports**), select **Get started** (if this is the first time you're importing data) or **New import**.
+1. Sign in to the Microsoft 365 admin center as a user with Global Admin permissions.
+1. On **Organizational Data in Microsoft 365** page (under **Setup > Migration and imports**), select **Get started** (if this is the first time you're importing data) or **New import**.
 2. Select **Download CSV template**.
 
 > [!NOTE]
@@ -66,14 +66,13 @@ [email protected],[email protected],Support,Sales,9,New York
 For more information about attributes, see the [Attribute reference](orgdata-attributes.md).
 
 ## Step 3 - Import your organizational data for the first time 
-After you create a .csv file with your data, the next step is to import the data, either from your local computer (for Viva Insights-licensed customers) or from a SharePoint site.
+After you create a .csv file with your data, the next step is to import the data, either from your local files on your computer or from a SharePoint site.
 
-### Upload the .csv file from your computer (for Viva Insights-licensed customers)
-After you create the .csv file with your data, you can upload it directly from your local files. 
+### Upload the .csv file from your local files on your computer
+After you create the .csv file with your data, you can upload it directly from your local files on your computer. 
 
 >[!NOTE]
-> - Local upload is only available for Viva Insights-licensed customers.
-> - There's a 25 MB limit on files uploaded directly from your local files. If your .csv file is larger, [upload it first to SharePoint](#upload-the-file-to-sharepoint) and then import it from there.
+> There's a 25 MB limit on files uploaded directly from your local files. If your .csv file is larger, [upload it first to SharePoint](#upload-the-file-to-sharepoint) and then import it from there.
 
 :::image type="content" source="media/orgdata-import-local.png" alt-text="A screenshot shows local import option. ":::