Teams Import

Teams Import

Overview

The Teams Import allows you to create and configure team structures in bulk using a CSV file. This is ideal for setting up your organisational hierarchy when onboarding to Learn Amp, or when restructuring teams at scale.


What You Can Do

  • Create multiple teams at once

  • Assign team managers and secondary managers

  • Build team hierarchies with parent-child relationships

  • Set stand-in managers for cover periods

  • Configure team types and privacy settings (if social teams enabled)


CSV File Format

Required Fields

Field

Description

Field

Description

team_name

Name of the team

Optional Fields

Field

Description

Field

Description

manager

Email address of the team manager

secondary_managers

Email addresses of secondary managers (comma-separated)

stand_in_manager

Email address of the stand-in manager

parent_team_name

Name of the parent team (for hierarchy)

type

Team type (if social teams feature enabled)

privacy

Privacy setting (if social teams feature enabled)


Building Team Hierarchies

Use the parent_team_name column to create nested team structures:

Example:

team_name

parent_team_name

manager

team_name

parent_team_name

manager

Engineering

 

john@company.com

Frontend Team

Engineering

sarah@company.com

Backend Team

Engineering

mike@company.com

Mobile Team

Engineering

emma@company.com

This creates:

Engineering (John) ├── Frontend Team (Sarah) ├── Backend Team (Mike) └── Mobile Team (Emma)

💡 Tip: Import parent teams before child teams, or ensure parent team names exactly match existing teams.


Import Process

  1. Navigate to Settings → Company Settings → Imports → Teams

  2. Click Start Import

  3. Upload your CSV file

  4. Review column mappings

  5. Configure secondary manager behaviour (append or overwrite)

  6. Confirm the import


Secondary Manager Behaviour

When importing, you can choose how to handle secondary managers:

Option

Description

Option

Description

Append

Add new secondary managers to existing ones

Overwrite

Replace existing secondary managers with those in the CSV


Pre-requisites

Role Requirements

Only users with the Owner or Admin role can run Teams imports.

Before You Start

  • Users must exist – All manager email addresses must belong to existing users in Learn Amp

  • Parent teams – If using parent_team_name, ensure the parent team exists or is created in the same import (listed before child teams)

  • Unique team names – Team names should be unique within the organisation


Troubleshooting

Issue

Solution

Issue

Solution

Manager not assigned

Verify the email address exactly matches the user's email in Learn Amp

Parent team not found

Ensure the parent team name exactly matches an existing team, or is listed earlier in the CSV

Team not created

Check for validation errors in the import log—common issues include missing required fields

Secondary managers not appearing

Check the secondary manager behaviour setting and email addresses


FAQs

Q: Can I update existing teams via import?
Yes—if a team with the same name exists, its settings (managers, parent team) will be updated based on the CSV.

Q: What happens if I leave the manager column blank?
The team will be created without a manager. You can assign one manually later.

Q: Can I delete teams via import?
No—imports only create or update teams. To delete teams, use the Teams settings in Learn Amp.

Q: How do I add multiple secondary managers?
Comma-separate the email addresses in the secondary_managers column, e.g., user1@company.com, user2@company.com.

Q: What's the difference between manager and secondary manager?
The manager is the primary team lead with full management permissions. Secondary managers have additional oversight capabilities but aren't the primary owner.