How to Import Historical Data into Quantum Workplace

 

 

In this article: 

• About Historical Data Loads

• A Quick Overview

• How Data Loads Work by Feature

  • Feedback
  • Goals
  • Reviews + 1-on-1s
  • Surveys
  • Talent Reviews
  • Succession Planning
  • Recognition
  • Growth

• FAQs

About Historical Data Loads

Historical data loads allow you to bring past information into Quantum Workplace, giving your teams a complete view of employee history in one platform.

While some imports can be handled through self-service tools, others require support from your Quantum Workplace team to ensure accurate formatting and placement.

These imports help preserve context, enable trend analysis, and support a more comprehensive employee experience. 

Let's learn more about how historical data loads work for each feature!

A Quick Overview

Let's take a look at a summary of importing data into each feature of QW, including:

• How you can import data
• Whether or not self-service options are available, and
• The level of Quantum Workplace involvement along the way

Feature	Import Method	Self-Service?
Feedback	Quantum Workplace uploads historic data	No
Goals	Admin import tool	Yes
Reviews & 1-on-1s	PDF upload via mapping	No
Surveys	Excel/CSV import by Quantum Workplace	No
Succession	Talent File upload	Yes
Talent Reviews	Excel/CSV import by     Quantum Workplace	No
Recognition	Not supported	—
Growth	Not supported	—

How Data Loads Work by Feature

Feedback

What You Can Import

Historical feedback cycles including ratings, comments, and written evaluations from prior platforms.

Import Method

Quantum Workplace uses a historical cycle import process based on your configured Feedback template. This is not a self-service import.

Steps to Import

1. Create a Feedback template in QW

   • Go to: Admin > Feedback > Templates > Create Template

   • Include all question types and categories you want to import

2. Request an import file from your Quantum Workplace contact

   • File will be customized based on your Feedback template

3. Format your data in the import file

   • One row per feedback provider

   • Each row must contain all answers from one person for one feedback cycle

4. Submit the file to Quantum Workplace

File Format Guidelines

• Excel spreadsheet provided by QW

• All responses from a single provider grouped in one row

• Consistent use of user identifiers

Quantum Workplace Involvement

The QW team must configure the feedback cycle and upload the data on your behalf.

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Goals

What You Can Import

Structured goal data, including goal names, owners, statuses, due dates, and descriptions.

Import Method

Admins can import goals directly through a self-service tool in the platform.

Steps to Import

1. Navigate to: Admin > Goals > Import Goals

2. Download the import template

3. Format your data to match the template using your exported goal data

4. Upload the file via the Import Goals tool

File Format Guidelines

• Excel template provided in-platform

• One row per goal

• Fields include goal owner, goal name, start/end date, progress metrics, etc.

Quantum Workplace Involvement

Optional—Admins can complete this without QW support, but your contact can assist as needed.

Related Resources

How to Import Goals

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Reviews & 1-on-1s

What You Can Import

PDF copies of historical performance reviews and 1-on-1 conversations.

Import Method

These files are imported by Quantum Workplace using a mapping file that connects each document to the appropriate employee. This is not a self-service process.

Steps to Import

1. Export your data from your previous system as PDFs

   • One PDF per employee per cycle (preferred), or

   • One PDF per employee with all cycles combined

2. Name files consistently (e.g., FirstName_LastName_Review_Year.pdf)

3. Complete the mapping file provided by Quantum Workplace, including:

   • UserIdentifier (email or employee ID) – Required

   • FileName (exact name of the PDF) – Required

   • FriendlyFileName (display name in QW) – Optional

4. Submit the mapping file and PDFs to your Quantum Workplace contact

File Format Guidelines

• PDFs only

• Consistent and unique file names

• One row per file in the mapping spreadsheet

Quantum Workplace Involvement

The QW team will validate and upload files, making them available in each employee’s Snapshot.

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Surveys

What You Can Import

Respondent-level raw survey data including responses and demographics from past survey tools.

Import Method

Quantum Workplace will import your survey data via an Excel or CSV file. This is not self-service.

Steps to Import

1. Export your survey data from your previous platform

2. Format your file using these guidelines:

   • One row per survey participant

   • One column per survey question and demographic field

   • Include question type, text, category, and scale for each item

3. Define your intent:

   • Reference only: if you plan to change survey content going forward

   • Trending: if you want to track question results year over year

4. Submit the file to your Quantum Workplace contact 

File Format Guidelines

• Excel or CSV

• 6-point scale preferred (Quantum Workplace's default)

• Remove N/A responses from calculations

• Include full scale and question text

Quantum Workplace Involvement

Quantum Workplace will format and validate the file and upload your historical results into the system.

Related Resources

Sample Survey File

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Succession Planning

What You Can Import

Historical incumbent and candidate information for existing or prior succession plans.

Import Method

Succession Planning data is imported using the Talent File, which is a user-facing, self-service import process.

Steps to Import

1. Export incumbent and candidate data from your previous system in a spreadsheet format.

2. Prepare your file using Quantum Workplace’s Talent File template, ensuring all required fields are included:

   • Role (title or role of the incumbent user) – Required

   • Plan Name (title of the plan that owns the role) – Required

   • Incumbent EmployeeID (for the user in the associated role) – Optional

   • Candidate EmployeeID – Optional

   • Readiness Level, Strengths, Gaps, and General Notes – Optional

3. Upload the completed Talent File directly within Quantum Workplace under Succession Planning > Import Talent File.

4. Review and confirm that all imported records appear as expected in the platform.

File Format Guidelines

• .csv or .xlsx format only

• Use the Talent File template provided by Quantum Workplace

Quantum Workplace Involvement

While this historical data load can be fully self-service, we are always available to support along the way! 

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Talent Reviews

What You Can Import

Historical Talent Review data, including key ratings, and reviewer notes when compatible with Quantum Workplace’s system.

Import Method

These data files are imported by Quantum Workplace.

Steps to Import

• Export your historical Talent Review data from your previous system in a compatible format (typically .csv or .xlsx).
• Work with your Quantum Workplace contact to confirm data compatibility.
• Request an import file from your Quantum Workplace contact
• Format your data in the import file, including:
  • One row per feedback recipient
  • Response Date
  • Talent Review Ratings
• Talent Review Comments
• Submit your completed template  to your Quantum Workplace contact.

File Format Guidelines

• .csv or .xlsx format only

Quantum Workplace Involvement

The Quantum Workplace team will validate and upload Talent Review data. Once processed, the imported information will be accessible in the Talent Review dashboard.

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Recognition

Not supported at this time.