Recognition import

You can create multiple recognitions, either with or without reward, and post them to the recognition timeline via an import process. 

This is useful when you have many program participants that you’d like to recognise without having to manually create each recognition on the platform. In other words, a recognition import file may contain multiple different recognition messages across different metrics to multiple participants.

NOTE: Each entry in the data file constitutes a recognition. A single recognition may:

• Only have 1 points value 
• Be linked to 1 program 
• Be linked to 1 metric 
• Be paid out from a single budget

Importing a recognition data file

Log in to the platform and click on the admin settings button .

1. Click on ‘Programme management’ and then select the ‘Recognition import’ option.
2. Click on ‘CSV template’ to download a template file and populate it with your data.
3. Simply drag and drop it in the space provided or click on ‘browse’ to locate the file.

NOTE: Your data must be organised according to the column headings in the template file. You must provide:

• recognition_group_id - Assign the recognition a unique ID. This distinguishes one recognition from another (simply identify a single recognition by entering any number, 1, 2, 20, 111. Example: If are sending 1 recognition to multiple users, each entry should have the same id)
• identifier - User ID (this can be derived by exporting users in ‘User management’)
• recognition_message - the message you want to add to the recognition
• program - name of the program the recognition should be linked to 
• metric - the program metric the recognition should be linked to
• reward_amount - The points value of the reward (R-value x100)
• is_approval_based - indicate FALSE as this process would not require approval
• budget_name - input the name of the budget points from which the points are to be issued

1. Click on ‘Run import’ to commence importing the data file.
2. In the event of invalid column entries, an exceptions file will be generated and emailed to you. This file will indicate which cells need to be reviewed and corrected. No rewards will be issued until the entire data file, and all its entries, are valid and successfully uploaded. A success email will be sent upon successful upload.

Recipients receive an email and in-app notification as they would for a typical recognition and any points are instantly allocated.