The Managers and reporters tab allows admins to update manager-reportee relationships using a CSV, such as assigning users to a new manager by importing a CSV.
Important information
You can only upload CSV files when importing data - attempting to import other file formats will cause the import to fail.
UFT-8 encoded CSV files are not supported when assigning managers and reportees via CSV - you must use a standard CSV file.
Any mandatory CSV headers must be formatted correctly, as stated in the documentation and accompanying examples, otherwise the import will fail. For example, if a header contains extra characters, incorrect spacing or is missing entirely from the CSV, the import will fail.
It is recommended that you import 500 rows of data per CSV file.
Assigning a manager to a user/new reportee
When assigning a manager to a user/new reportee, the CSV file must be formatted in the following way:
Header | Description |
|---|---|
user_id | In column A, enter the user ID of the user that is being given a new manager.  A user’s ID is visible in the URL of their Personal settings page, from reports, or Universal Analytics: |
type | In column B, enter manager - this is so that Fuse recognises that the user specified in column C is the new manager.  |
manager_or_reporter_id | In column C, enter the user ID of the user’s new manager.  A user’s ID is visible in the URL of their Personal settings page, from reports, or Universal Analytics: |
Adding a new reportee to a manager
When adding a new reportee to a manager, the CSV file must be formatted in the following way:
Header | Description |
|---|---|
user_id | In column A, enter the user ID of the user that is being assigned a new reportee.  A user’s ID is visible in the URL of their Personal settings page, from reports, or Universal Analytics: |
type | In column B, enter reporter - this is so that Fuse recognises that the user specified in column C is the user’s new reportee.  |
manager_or_reporter_id | In column C, enter the user ID of the user’s new reportee. A user’s ID is visible in the URL of their Personal settings page, from reports, or Universal Analytics: |