Importing reviews to Elevo deployment

To facilitate the centralization of your employees' reviews, you can import the personal reviews carried out in another tool before launching the platform.

It is possible to import only the information associated with the review (review title, review date, associated tag, etc.), or to import the review's PDF so that it is available directly on Elevo.

• 1️⃣ Setting up the import
• 2️⃣ Additional information about SFTP
  • ⚙️ Connecting to the Elevo SFTP server and dropping a file
  • 💪🏼 Supported algorithms
  • 🗒 Correspondence file format
• 3️⃣ Preparing to import historical reviews
• 4️⃣ Importing files via SFTP
• 5️⃣ Import completed
• 🙋🏻‍♂️ Questions

1️⃣ Setting up the import

The protocol used is SFTP (SSH File Transfer Protocol). Sessions must be established by you, whether it involves sending or receiving data. You will have a dedicated account, secured by an SSH key that you will have provided us. Elevo verifies that the login request originates from the company using an identification/authentication mechanism, which is performed using the encryption key. Additionally, a network whitelisting of the company outbound IPs is necessary.

The connection details to the SFTP server (domain name, port and username) will be provided by support@elevo.io. Once the connection is established, the files must be uploaded to the "/uploads/users" folder.

Contact our support@elevo.io with the following information:

• a technical contact,
• the IP address or a range of IP addresses you will use to connect to our gateway,
• an SSH public key that you will use to connect.

Elevo support will then provide you with:

• your login details for our SFTP server,
• our public GPG key to cipher the files before upload (optional),
• confirmation that Elevo is ready to process files for synchronization.

2️⃣ Additional information about SFTP

💪🏼 Supported algorithms

🗒 Correspondence file format

The name of the file must be import.csv The file must respect the following constraints:

• Respect the CSV format RFC 4180,
• Be encoded in UTF-8 format,
• The first row should define the column headers,
• Must contain all mandatory columns,
• May not contain optional columns,
• Unrecognized columns will be ignored,
• The columns can be in any order.

Columns in the CSV file

3️⃣ Preparing to import historical reviews.

To import your users' past reviews into Elevo, you'll need to provide us with the PDF files to import and a matching file.

1. Get the template of the correspondence file on this link,
2. Optional : Prepare the files to be imported in PDF format with a maximum size of 1Mb + Make sure not to include accents or special characters in the title of the files to be imported ⛔️.
3. Fill in the correspondence file with the information concerning the maintenance to be imported according to the specifications listed below in the article,
4. The files will be transmitted via our dedicated Elevo SFTP.

4️⃣ Importing files via SFTP

1) Upload your files to our SFTP :

• The correspondence file is in CSV format and named: import.csv in the folder /uploads/imported_reviews
• Optional: The pdf files associated with the reviews have to be imported into a subfolder /uploads/imported_reviews/files/

2) Send an email to support@elevo.io to inform us that the import is ready to be launched.

3) The import will be launched by the Elevo team:

• The import.csvfile will be read line by line (each line corresponding to the import of a file)
• The results of the import will be visible in the /reports/imported_reviews/ folder

1. In case of a successful import of a file, the corresponding line will be copied to the file /reports/imported_reviews/DATETIME_import_successes.csv
2. If the import of a file fails, the corresponding line will be copied in the file /reports/imported_reviews/DATETIME_import_failures.csv with the reasons for the failure (see "types of errors during import")

4) The Elevo team will send you a notification when the import is complete.

• You will be able to view the import report in the /reports/imported_reviews/ folder.
• The import.csv file will be archived in the /archived/imported_reviews/DATETIME_import.csv folder
• The files will remain in the /uploads/imported_reviews/files/ folder

What if I have error lines?

1) Identify the affected rows and the cause of the error using the file /reports/imported_reviews/DATETIME_import_failures.csv

2) Correct errors related to the correspondence file and/or imported files

1. If your errors concern the correspondence table, correct the file, name it: import.csv, and put it in the /uploads/imported_reviews folder
2. If your errors concern the files to be imported, add the new files in the subfolder /uploads/imported_reviews/files/ (and have them replaced if necessary)

🙅🏻 Import error types

You will find below the list of possible errors. They are visible in the file /reports/imported_reviews/DATETIME_import_failures.csv .

5️⃣ Import completed

Once you are satisfied with the results of the import, send us an email at support@elevo.io and we will remove all the content on the SFTP.

🙋🏻‍♂️ Questions

➡️ What happens in the interface if I don't enter a title?

If you are not importing an associated file, the review title is mandatory. If you are importing an associated file, then the default name will be the imported file's title. Example: "John Smith - 2020 annual review".

➡️ What types of files are accepted?

Only PDF files with a maximum size of 1 MB.

➡️ What happens if I add an extra column in the import file?

The column will be ignored during the import and will not cause an error.

➡️ What happens if there is no failed line during the import?

The DATETIME_import_failures.csv file will be empty.

➡️ Can I have a file that mixes lines with and without a pdf document?

Yes, no problem. Just make sure you fill in the "has_pdf" column correctly in this case.

➡️ Can tags be added to previous imports of past reviews?

Yes, but to do so you'll need to supply a csv file (see template in the article, or use the one used at the time) and add the associated tags in the corresponding column. It is absolutely essential that the names of past reviews are strictly identical, to avoid creating duplicates.