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Leap Change supports bulk data operations to help you get started quickly and extract data when needed.

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Importing stakeholders

Bulk import stakeholders from a CSV file.

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Preparing your file

  1. Download the CSV template from the import dialog
  2. Fill in your stakeholder data following the column format:
ColumnRequiredDescription
nameYesFull name
emailYesEmail address
roleNoJob title
departmentNoDepartment/team
phoneNoPhone number
locationNoOffice location
influenceNohigh/medium/low
supportNochampion/supporter/neutral/resistant
interestNohigh/medium/low
external_idNoID from external system
  1. Save as UTF-8 encoded CSV

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Importing

  1. Go to Stakeholders
  2. Click Import
  3. Upload your CSV file
  4. Map columns if needed
  5. Review the preview
  6. Click Import

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Handling duplicates

During import, choose how to handle existing records:
  • Skip: Ignore rows that match existing stakeholders
  • Update: Overwrite existing data with imported values
  • Create duplicate: Add as new record regardless
Matching is done by email address.

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Import validation

The system validates your data before import:
  • Required fields present
  • Email format valid
  • Values match expected options (e.g., influence levels)
Errors are displayed for correction before proceeding.

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Exporting data

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Stakeholder export

  1. Go to Stakeholders
  2. Apply any filters (optional)
  3. Click Export
  4. Choose format (CSV)
  5. Download the file

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Change impact export

  1. Go to Change impacts
  2. Apply filters as needed
  3. Click Export
  4. Download the CSV

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Survey results export

  1. Open the survey
  2. Click View results
  3. Click Export
  4. Download response data

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Report exports

Many reports can be exported:
  1. Generate the report
  2. Click Export
  3. Choose format
  4. Download

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Data formats

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CSV files

Comma-separated values files that can be opened in:
  • Microsoft Excel
  • Google Sheets
  • Numbers
  • Any text editor
When opening CSVs in Excel, use Data > From Text/CSV for best results with special characters.

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Integration considerations

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External IDs

Use the external_id field to maintain links to your source systems:
  • HR systems (employee IDs)
  • CRM systems (contact IDs)
  • Other change management tools
This enables you to:
  • Update records via import using external ID as the key
  • Maintain data lineage
  • Support future integrations

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Data synchronization

For ongoing synchronization with external systems:
  1. Export data periodically
  2. Process in your integration tool
  3. Re-import with updates
API access for automated integration may be available on enterprise plans. Contact support for details.