After importing: what to expect and what to set up manually

After importing your data from GlassFrog, Holaspirit, or Peerdom, there are a few things to check and set up to make sure everything is working as expected.

What transfers during import

• All Circles, Roles and their accountabilities and domains
• Policies
• Projects andtasks
• Users (if you select this)
• User assignments to roles and projects
• Role/circle notes
• OKRs if the source platform supports it

What does NOT transfer

• Chat messages and feed posts
• Feedback records
• Meeting records
• Custom integrations or settings

Common issues after import

Missing role fillers

Role assignments won't come through if you opted not to import the users. In that case, manually add them and assign the right user to roles:

1. Find the grey roles in the circle/role structure or go to Structure → Roles in each circle.
2. Review which roles are unfilled.
3. Manually assign the correct people.

Roles in the wrong circle

Occasionally you might want to take the oppertunity to make some changes during your transfer of data and move roles/circles around. In that case:

• Check the circle structure matches your source platform.
• Move roles to the correct circle via governance proposals or use the ... in the right top of the role and select 'Move item...' which will allow you to move the role to another circle (if you have admin rights).

What to set up manually

After a successful import, complete your setup:

1. Invite users — if the import didn't include user invitations, you can run the import again with the invite setting enabled or you can invite your team manually via Workspace settings → Users.
2. Assign role fillers — make sure every role has the right person assigned.
3. Enable apps — turn on features like Meetings, Projects, Feedback in Workspace settings → Applications.
4. Set up meetings — your meeting history doesn't transfer, so schedule your first meeting in Nestr.
5. Do a sanity check — verify that the import is correct by checking a few circles/roles/projects for completeness. It sometimes happens that other tools change their API leading to some missing information. In that case, contact us and we'll make sure to resolve it for you.

Re-syncing data

The GlassFrog, Holaspirit, and Peerdom integrations all support re-sync. Click the sync button in Workspace settings → Integrations to pull in the latest changes from your source platform. This is useful if you're running both tools in parallel during a transition period.

Importing from another tool

If you have your records in excel or another format contact the Nestr team and we'll import it manually for you. We can even import a hand drawn picture with some circles on it.