Prepare and upload your participant CSV

You add people to a PSindex® survey by uploading a CSV in the Add participants step. The upload is reviewed before it’s applied: nothing enters the survey until you confirm it.

Before you start

You need the admin role. Use Download a template on the step to start from a file with the right headers.

Build the file

Your file needs four columns:

• First Name and Last Name.
• Email — the identity key. Use each person’s real work address; everyone needs one to receive an invitation.
• Manager Email — each person’s manager. The org chart and every leader report are built from this column, so the upload is refused without it. Whoever sits at the top has no manager above them, so put a - in their cell.

Any other column becomes a filter on your results, so add Department, Location, or whatever you want to compare — see Set up attributes and hierarchies. A Language column sets each person’s invitation and survey language.

A file can hold up to 20,000 rows and 100 columns.

Upload and review

Drop the file on the step, or use Choose file. The importer reads it, matches the columns, checks the emails, and builds the org chart. Then it shows you what it found, in three parts.

Automatic cleanups. Stray spaces, mixed-case emails, and near-miss spellings are fixed for you and counted. Show changes lists every one, Undo puts your original values back, and Download before / after (CSV) gives you the full record.

Fixes, which block the step until you clear them: people listed as someone’s manager but missing from the file, emails that appear twice, emails that are missing or malformed, and people listed as their own leader. Each offers an inline fix such as Add leader, Keep this one, or Fix email. If there are many, download the checklist CSV, repair your roster in a spreadsheet, and upload it again.

Checks and notes, which don’t block anything. These flag teams too small to get their own report, and people whose listed leader isn’t in the survey. Those people still take the survey and still count toward overall results; they just won’t appear under any leader. Select Continue anyway when you’ve read them.

Alongside it all, a sketch of the org chart shows whether Everyone is linked or how many people aren’t.

When the file is clean you’ll see All checks passed. Finish with Add people to apply the import.

How many people you need

A survey needs at least 3 participants before it can be scheduled. If you raise the minimum responses needed for a report in Advanced options, the floor rises to match.

Next step

Once your roster looks right, move on to Schedule your survey and customize invitations.