diff --git a/Viva/glint/TOC.yml b/Viva/glint/TOC.yml index c9acd0d55..16bb42d22 100644 --- a/Viva/glint/TOC.yml +++ b/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 diff --git a/Viva/glint/setup/360-download-csv.md b/Viva/glint/setup/360-download-csv.md new file mode 100644 index 000000000..89c6b0171 --- /dev/null +++ b/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 + + + + diff --git a/Viva/glint/setup/360-export-import.md b/Viva/glint/setup/360-export-import.md index 1e8502d68..864c2e7d8 100644 --- a/Viva/glint/setup/360-export-import.md +++ b/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) diff --git a/Viva/import-orgdata.md b/Viva/import-orgdata.md index 8bd08a8be..2efd503dc 100644 --- a/Viva/import-orgdata.md +++ b/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 @@ Emp6@contoso.com,Mgr3@contoso.com,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. "::: diff --git a/Viva/media/glint/setup/360-download-csv.png b/Viva/media/glint/setup/360-download-csv.png new file mode 100644 index 000000000..da0207ea4 Binary files /dev/null and b/Viva/media/glint/setup/360-download-csv.png differ diff --git a/Viva/media/glint/setup/360-import-csv.png b/Viva/media/glint/setup/360-import-csv.png new file mode 100644 index 000000000..2629486df Binary files /dev/null and b/Viva/media/glint/setup/360-import-csv.png differ