Admins are able to upload historical data into Lattice for the following tools:
Performance Reviews
Admins can upload individual PDF versions of reviews into Lattice, or the Customer Care team can upload the review PDFs in bulk.
Learn more about uploading historical reviews.
Goals
Admins are able to upload active and ended Goals in bulk via a CSV.
Learn more about uploading active and ended Goals.
Engagement Surveys
Overall Scores from historical engagement surveys can be imported into Lattice at the company, department, and individual levels.
Note: Lattice does not support the upload of historical scores for individual survey questions.
Learn more about uploading historical engagement surveys.