All Collections
Account management
Account
Importing data from a non-Breathe account
Importing data from a non-Breathe account

How to transfer your people's data into Breathe from an external source

Hayden avatar
Written by Hayden
Updated over a week ago

While there's no direct way to import data from an external source into Breathe, there's a process you can follow to do this smoothly using the Data Import feature.

Here's a step-by-step guide to show you how.

  1. Firstly, download the relevant template by heading to: People > Data > Manage Data Imports > +. Choose a template from the drop-down list and click the arrow to download (see images below).

TIP: You need to use the template downloaded from here to import your data (rather than a version saved on your computer). Your data upload will not be successful otherwise.

2. Once you'll filled in all the necessary information within the downloaded template, you can go ahead with the data upload.

Here's a useful tutorial on how to do this:

Important info:

  • An email address can only exist in the Breathe system once, so once you're confident that you've exported all data for that person from the old account, you’ll need to either delete them (bin icon) or change their email address slightly (eg; from name@yourcompany.com to Xname@yourcompany.com) so that the new account will accept their email address. (This only needs to be done if you still have the account you are migrating from active at the time of the data import.)

  • Make sure you've downloaded the most up-to-date import/export template. This can be downloaded from People > Data > manage data uploads > (+)

  • Compulsory fields are marked by a red asterix. These need to be filled in order for the data upload to be successful.

  • Don't edit the titles of the columns as the upload will be unsuccessful.


We're here to help

Any questions? Simply drop us a message using the chat feature at the bottom right of your screen 💬

Did this answer your question?