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How to Format CSV Uploads for Viva Insights Manager Settings
Question details
The user needs clarification on the requirements and procedures for uploading organizational data via CSV in Viva Insights Manager Settings.
- Product
- Microsoft Viva Insights
- Device & OS
- not provided
- Scenario
- Uploading or synchronizing organizational data and manager settings in Viva Insights.
- Observed behavior
- Seeking the correct CSV template structure and understanding how organizational data synchronization reflects visual changes in reporting.
Verify your tenant configuration and ensure you have administrative or manager privileges in Viva Insights before attempting to upload organizational data.
Use the Official Viva Insights CSV Template for Data Upload
Ensure your uploaded data matches the required structure by using the provided Viva Insights template rather than creating one from scratch.
To successfully update Manager Settings in Viva Insights, you must provide data in the exact format expected by the system. Relying solely on a list of manager emails will result in synchronization errors.
Log in to the Viva Insights portal and check your exact Manager Settings feature and tenant configuration before initiating an upload.
Navigate to the Data Hub and download the current Viva Insights CSV template to ensure you have all required columns for organizational data.
Fill in the template with accurate organizational data, ensuring required fields like employee and manager relationships are properly formatted.
Upload your finalized CSV file through the supported Data Hub synchronization process within the Viva Insights platform.
Edit Your CSV Templates Easily with WPS Office
While Viva Insights relies on Microsoft 365, you can prepare, edit, and format your CSV data uploads quickly using WPS Office. It provides a free, lightweight, and highly compatible alternative for all your spreadsheet needs.
- 1. Download and Install: Get WPS Office for free from the official website and install it on your computer.
- 2. Open Your CSV File: Launch WPS Spreadsheet and open the downloaded Viva Insights CSV template.
- 3. Edit and Save: Fill in the required organizational data and simply click Save to keep the strict CSV format intact for your upload.
Frequently Asked Questions
Can I just upload a list of manager emails in a CSV file for Viva Insights?
No, you must use the official Viva Insights CSV template and fill in all the required columns. A file containing only manager email addresses will fail to synchronize properly.
Why aren't my Viva Insights reporting structures updating immediately after upload?
Changes to organizational data and reporting structures may take time to process and synchronize through the Data Hub before appearing visually in your tenant.
Where do I upload the CSV file for organizational data?
Organizational data should be uploaded and maintained through the supported Data Hub synchronization process within your Viva Insights admin portal.
