Import People Email Addresses and Data

In Poppulo Harmony, the contacts that you send communications to are called People. The Employee data for these People (e.g. their first name, surname, location, role etc...) are stored in Fields (Data Fields). 

Poppulo Harmony features a number of integrations solutions that allow you to pull employee data directly from your internal systems, including HR systems, Active Directory etc... These integrations keep your data up-to-date (for instance, whenever a new person is added or removed from your internal system, they'll be added or removed from your Poppulo Harmony database too). Our Technical Team can help with this during account set up. 

If you are a new user to an existing account, you can View the Results of your People Import to see what data is being imported.

If you are not using an integrated solution Poppulo Harmony also features a manual solution for importing employee data into your account, allowing you to manage your People. If you do not see the People Overview as below, your account is using Enterprise People Management, so you can Run a Search or Upload to a Tag.

Note: The Total Active People number seen here is the total active over the last 30 days.


In the People Overview you can:

• Manually Import Employees using Email Addresses
• Manually Import Employees in Bulk
• View the Results of your People Import

 

To Manually Import Employees using Email Addresses:

1. In the People area in your account, choose Overview from the menu on the left
2. On the Overview screen, select the Import People button.
   

 

3. Type or paste in your employee email addresses in the box provided. 
   
   Note: Use the Advanced Settings checkboxes when Reactivating your People.

4. Set your Fields, Tags, Topics and Audiences information. Select Import Now when you're done. 
   

   • Fields: (Optional) Allows you to choose and define a specific Field (City, for example), for all employees in the import. 

   • Tags:  (Optional) Allows you to Apply Tags to your People.

   • Topics: (Optional) Allows you to apply Topics to your People.

   • Audiences: (If shown, this is Mandatory. Otherwise, you may Deactivate Your People.) Allows you to apply a Audiences to the group of employees you are importing
      

5. Your People will now be imported; you can view the progress on the Import People screen. 
   
   
   Note: It's important to View the Results of your People Import  for a deeper look at your import, to ensure that all employees were imported/updated as planned (those not imported may be missing an email address).

 

To Manually Import Employees using Spreadsheet or other File:

Using this method allows you to upload a file (.txt, .csv, .tab, .xls, .xlsx) containing your employee data. If the file contains more than just email addresses, Poppulo Harmony will attempt to map the information contained in each column to Employee Data Fields within Poppulo Harmony. You can also use this method to update your People. 

1. Prepare your file, as below. (You can use Microsoft Excel or Google Sheets, then Save As/Download as .csv file.)
   
    

2. Go to the People area in your account and choose Overview from the menu on the left.

    

3. Select Import People in the top right corner.
   

 

4. Click Choose File to select and upload your file. Then, once uploaded, click Next.
   
   Note: Use the Advanced Settings checkboxes when Reactivating your People.

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5. When uploading your file, columns that exist in Poppulo Harmony will map automatically.
   Using the file prepared in Step 1, as an example, Poppulo Harmony automatically mapped Email, First Name, Last Name, City and Team as these exist in Poppulo Harmony by default. Role has failed to map as it doesn't exist in Poppulo Harmony. Select the Do not import drop-down to map it to a different Attribute (Title/Position, for example). When satisified with your mapping, choose Next. 
   
   Note: If you do not change the mapping from Do not import, the column data will not import.
   
   
   
   
   Note: If the first row of your file contains the title of each column, check Skip First Row to remove this data from your import.

   

6. Set your Fields, Tags and Topics information as needed; click Import Now to run the import.
   

   • Fields: (Optional) Allows you to choose and define a specific Field (City, for example), for all employees in the import. 

   • Tags:  (Optional) Allows you to Apply Tags to your People.

   • Topics: (Optional) Allows you to apply Topics to your People.

   • Audiences: (If shown, this is Mandatory. If left blank, you may Deactivate Your People.) Allows you to apply Audiences to the group of employees you are importing.
      

7. Your People will be imported. (For more information on Invalid, Inactive, Duplicates etc. hover over the tool tips as below.)
   
   
   Note: It's important to View the Results of your People Import  for a deeper look at your import, to ensure that all employees were imported/updated as planned (those not imported may be missing an email address).