Managing relationships across your organization can be time-consuming, especially when handling large teams or complex structures. With Teamflect’s bulk upload feature, administrators can quickly assign multiple relationships at once using a CSV file, saving time and reducing manual effort.
This guide walks you through how to bulk upload relationships in Teamflect, helping you efficiently set up reporting lines, mentorships, or project-based connections in just a few steps.
Step-by-Step: Bulk Upload Relationships
1. Navigate to the Admin Center
In the left-side menu, go to: Users > Relationships
2. Click Bulk Upload Relationships.
3. Download Template to get the correct CSV structure.
4. Fill in the CSV File
Tips for a Successful Upload:
Participant Order Matters:
First Participant = Manager
Second Paticipant = Direct report
Email Matching
Ensure both email addresses match users in your Microsoft 365 directory. Otherwise, the relationship won’t be created.Active Teamflect Users Only
Users must have already been synced or licensed in Teamflect to be included in the upload.Don’t Leave Columns Blank
Incomplete rows (missing either email) will be skipped.Managerial Access Applies Automatically
If the selected relationship type includes managerial access, the first participant (e.g., manager) will gain access to the other’s private data (goals, feedback, etc.).Upload the File
Click Choose File, select your completed CSV file, and select Start validation.
Once processed, all valid relationships will appear in the table below.
Use Cases
Initial System Rollout
During Teamflect onboarding, HR can populate reporting or mentoring relationships for all employees in one action.Quarterly Restructuring
Support organizational changes such as team shuffles or new project-based assignments by uploading new relationship mappings.Cross-Functional Programs
Assign matrix-style leadership, dotted-line managers, or functional mentors across departments without manual entry.
Bulk uploading relationships allows organizations to scale performance processes efficiently while reducing manual data entry errors. With the updated Relationships module, administrators gain clearer control and improved visibility over reporting, mentoring, and coaching structures.
Need to assign multiple relationships at once? This is your go-to feature.