Creating New Teams via CSV File

Efficiently build organizational structure by uploading member details, team assignments and access roles for single or multiple teams at once.

With a Gallup Access subscription, you can create teams by uploading a CSV file that includes details for each team member. This method is ideal for creating large teams or multiple teams at once.

Each column in the file has important information about team members and their assignments. Use complete and consistent data to maintain accuracy and prevent duplicate entries. When preparing your CSV file:

All columns are required and must have values.
Use the correct formats for items such as email addresses, country codes and language codes.
Match team names and identifiers exactly to ensure Gallup Access adds members to the correct teams.
Each primary team must have at least one person with a Member role.

Refer to the following column descriptions when creating your CSV file:

Column	Description
`external_id`	A unique value that identifies the person in Gallup Access, such as an employee ID or user ID from another system.
`first_name`	The person's first name exactly as it should appear in Gallup Access.
`last_name`	The person's last name exactly as it should appear in Gallup Access. Do not include suffixes (e.g., Jr., Sr., III).
`email`	The person's primary email address, which must be unique and in a valid email format.
`country_code` `region`	The person's location as a valid country or region code.
`language_code`	The person's preferred display language as a valid language code.
`team_external_id`	A unique value that identifies the person's team in Gallup Access and ensures it matches correctly across systems.
`team_name`	The name of the person's team as it should appear in Gallup Access. Use consistent naming to avoid confusion and prevent duplicates. For example, use "Division 1 Team" instead of variations like "Div 1 Team." If the name matches an existing team, Gallup Access automatically adds members to that team.
`team_type`	Specifies the type of team within the organizational structure: Primary A distinct group within the organizational structure, such as a division, department or manager with individuals who report to them. Custom A group of individuals not part of the organizational structure; useful for ad hoc reporting (e.g., Team Strengths Grids, survey reports, multi-department action plans).
`team_member_type`	Defines the person's level of access to team data and reports in Gallup Access: Member A standard team member with limited access to the team's data and reports. Owner The team leader or manager with full access to the team's data and reports. Delegate An authorized assistant with Owner-level access to act on the Owner's behalf, usually to export or print reports. Info: Learn more about team member roles.

Screenshot of an example CSV file
Example CSV file

For example, if you uploaded the example CSV file shown here, Gallup Access would create two teams:

Division 1 Team (external ID tt5123) as a primary team with members Joe Test (Owner role) and John Smith (Member role)
Division 2 Team (external ID tt9183) as a custom team with member John Smith (Owner role)

Uploading a CSV File

Click Create New Team on the upper-right corner of the Teams page.

Teams page
On the Create New Team page, select Create Team via CSV.

Create New Team page
On the Upload Team Members page, click Choose File to select your CSV file. Then click Upload.

Upload Team Members page
A message will appear on the Teams page indicating that Gallup Access is processing the file. Please allow some time for the process to complete. When it is done, the Teams page will refresh and display your team(s).

Processing message