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.
Alternatively, you can also assign managers to new users or update the manager of existing users when you import user data to Fuse in the Bulk Imports of users tab . Simply add or update the manager’s email address in the Managers column of the CSV:
Important information
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You can only upload CSV files when importing data - attempting to import other file formats will cause the import to fail.
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UFT-8 encoded CSV files are not supported when assigning managers and reportees via CSV - you must use a standard CSV file.
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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.
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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:
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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.
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|
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.
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|
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 :
|