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Using the imports/exports for points allocation

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 weeks ago

If you wish to create your Active Points Pool Allocations for the first time, or you wish to add new ones, you (assuming you have Administrator Role for the app) can download the template to help you get started. The only information you'll need is the managers email address and the total points you'd like to allocate to them.
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Follow the below steps to achieve this.

  1. Within the Administration tab, click Active Points Pool and select Import/Export.

  2. Click Download Template if you wish to create your Active Points Pool Allocations for the first time, or you wish to add new ones.

  3. Click Export if you already have Active Points Pool Allocations and you wish to make changes to them.

Note: The export file will contain additional information about your Active Point Pool Allocations (e.g. Remaining Points). When re-importing, the only column considered is Total Points. All other columns are for informational purposes.

4. Once you are ready to import your Allocations, click Import to apply them to your Active Points Pool.

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