Benefits of importing membership files
Importing membership files offers several benefits:
1. Create and manage user profiles. Easily send invites to new members, update existing member profiles, and delete profiles of members that have left your organization.
2. Create meaningful matches. Improve the quality of matches by importing crucial user data.
3. Accurate real-time reporting. Gain up-to-date insights through your data dashboard.
4. Target Office Hours events. Efficiently engage users in Office Hours events and campaigns.
5. Unlock retention analyses. After 3-6 months, you'll have the ability to receive on-demand retention analyses. If interested, you'll need to include all organization members in the membership files that you upload to Ten Thousand Coffees.
File requirements
All files being imported into 10KC Must:
- Be a .csv file in UTF-8 format
- Have only one sheet
- Include a header row which corresponds to a profile field in 10KC
Here is an example .csv file with all required and optional fields listed below.
Required profile fields
|
Field name |
Why it's required |
Data spec requirements |
|
First Name |
We require this field to invite members to your 10KC hub. |
Can be any alpha-numeric string. |
|
Last Name |
We require this field to invite members to your 10KC hub. |
Can be any alpha-numeric string. |
|
Email Address |
We require this field to invite members to your 10KC hub. |
Can be any alpha-numeric string. |
|
Unique ID |
To rectify reporting issues if a member changes their email address. |
Can be any alpha-numeric string. |
Additional recommended profile fields (optional)
|
Field name |
Why it's recommended |
Data spec requirements |
|
Program Eligibility |
So we only invite eligible participants. We can also potentially use one of the other fields in this list, such as “Business Unit”. |
We expect the values “eligible” or “ineligible” |
|
Status |
To de-activate profiles for employees that are on leave. |
We expect the values “active” or “inactive”. They are case-sensitive. |
|
Job Function, Job Family, or Management Level |
For creating relevant matches
|
Can be any alpha-numeric string. Ideally it’s easy for members to read and understand. |
|
Hire Start Date |
For creating relevant matches |
We expect the format MM/DD/YYYY. |
|
Business Unit, Supervisor Organization, or Department |
For creating relevant matches |
Can be any alpha-numeric string. Ideally it’s easy for members to read and understand. |
|
City |
For creating relevant matches |
Can be any alpha-numeric string. |
|
Country |
For creating relevant matches |
Can be any alpha-numeric string. |
|
People Manager Status |
For creating relevant matches |
We expect “yes” or “no”. |
|
High Potential Status |
For creating relevant matches |
We expect “yes” or “no”. |
|
Diversity dimensions (e.g. gender, ethnicity, etc) |
For creating relevant matches. |
Can be any alpha-numeric string. |
|
First Level Supervisor |
To provide reporting for 3-4 levels under the CEO |
Can be any alpha-numeric string. Ideally it’s easy for members to read and understand. |
|
Second Level Supervisor |
To provide reporting for 3-4 levels under the CEO |
Can be any alpha-numeric string. Ideally it’s easy for members to read and understand. |
|
Third Level Supervisor |
To provide reporting for 3-4 levels under the CEO |
Can be any alpha-numeric string. Ideally it’s easy for members to read and understand. |
|
Locale |
To automatically localize 10KC in the user’s preference in English (US) or French (Canada). |
Must be:
|
|
Most Recent Role Start Date |
To enable mobility analyses |
We expect the format MM/DD/YYYY |
|
Role Reason Change Code |
To enable mobility analyses |
Can be any alpha-numeric string. |
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