How to upload your data to your Traction Tools account

Uploading items is a way to quickly get your data into Traction Tools.

If you want us to upload the data for you use this upload template to help organize the data and send it to Or use the following steps to create a contact support ticket.

  1. Click the question mark at the top right-hand corner. 
  2. Click Contact Support.
  3. Enter your information (Name, last name, email, phone number, priority, description)
  4. Select files and hit submit to create a Ticket.

The information should be uploaded to your account in 24 to 48 hours, Monday through Friday from 8:00 am to 7:00 pm CST. 

You can also manually upload your data to your Traction Tools account:

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click the desired item (scorecard, rocks, headlines, to-dos, issues) and download the template to add the information to be uploaded to your Traction Tools account. 

When you have the information ready to be uploaded please follow the steps below: 

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of the meeting you want to upload data into.
  3. Select the section where you want to upload your data Ex. Scorecard, click the green button "Upload Scorecard" (This method applies to all other sections Rocks, To-dos, and Issues).
  4.  Select the .csv file you want to upload.
  5. Click Submit, the next screen will allow you to map fields to the correct columns. Click and drag to select the range of cells desired per built-in TT instructions.
  6. To Select dates click and drag from left to right only date ranges row. if you need to scroll further to the right of your screen press your "right arrow" key on your keyboard while your selection is still clicked on until you have selected all desired dates.
  7. You will be able to Preview your upload to make sure the data fields are mapped out correctly to Users, Measurables, Goal direction, date ranges, and weekly results.
  8. Click submit, your data is uploaded!
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