How to import an initiative

  • Go to the ‘Initiatives’ tab by selecting it on the main navigation toolbar.
  • Click on the Import button located above the initiatives list
  • Click on ‘Template’ to download the ‘.xlsx’ (Excel) file (the download will automatically start). This file will be the template for inserting the data of the initiatives. Make sure to fill in every mandatory cell marked with an asterisk “ * “.
  • Once you have saved the edited template, upload it to The Change Compass by clicking on ‘browse’ and selecting the right file from your computer.
  • Click on ‘import’.

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