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
  • Recognition

• 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 at QW!

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 QW involvement along the way

Feature	Import Method	Self-Service?	QW Involvement
Feedback	Qwirk historic cycle flow	No	Yes (high)
Goals	Admin import tool	Yes	Optional
Reviews & 1-on-1s	PDF upload via mapping	No	Yes
Surveys	Excel/CSV import via CSM	No	Yes (high)
Recognition	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 (QW 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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Recognition

What You Can Import
Not supported at this time.

Surveys