Adding stakeholders

Manual entry

Navigate to Stakeholders in the sidebar

Click Add Stakeholder

Complete the form:

Field	Required	Description
First name	Yes	Stakeholder’s first name
Last name	Yes	Stakeholder’s last name
Email	No	Contact email address
Phone	No	Phone number
Department	No	Business department
Role	No	Job title or role
Location	No	Office location
Influence	No	Low, Medium, or High
Support level	No	Current stance on change

Click Save to create the stakeholder

Optionally assign to projects immediately

CSV import

For bulk import, prepare a CSV file with your stakeholder data.

CSV format

Your CSV should include headers matching Leap Change fields:

first_name,last_name,email,department,role,location,influence,support_level
John,Smith,john.smith@example.com,Finance,Manager,New York,High,Supportive
Jane,Doe,jane.doe@example.com,HR,Director,London,Medium,Neutral

Import steps

Go to Stakeholders

Click Import → CSV

Upload your CSV file

Map columns - Match CSV columns to Leap Change fields

Preview - Review the data to be imported

Import - Confirm to create stakeholders

Duplicates are detected by email address. Existing stakeholders with matching emails will be updated, not duplicated.

Microsoft 365 sync

If you have Microsoft 365 integration enabled, you can sync users from your organization:

Go to Settings → Integrations

Connect your Microsoft 365 account

Configure sync settings:

Merge strategy - How to handle conflicts
Sync frequency - Manual, daily, or weekly
Filter by groups - Sync specific Entra groups

Getting started

Programs

Projects

Stakeholders

Change impacts

Surveys

Communications

Tasks

Reports

AI features

Settings

Guides

Manual entry

CSV import

CSV format

Import steps

Microsoft 365 sync

Assigning to projects

​Manual entry

​CSV import

​CSV format

​Import steps

​Microsoft 365 sync

​Assigning to projects

Manual entry

CSV import

CSV format

Import steps

Microsoft 365 sync

Assigning to projects