Rolebase

Import

Migrate your organizational structure from Holaspirit and other tools.

Overview

Rolebase supports importing organizational data from other governance tools, making it straightforward to migrate without rebuilding your structure from scratch. The primary supported source is Holaspirit, with the framework designed to support additional providers in the future.

Importing from Holaspirit

Holaspirit is a popular Holacracy and governance platform. Rolebase can import your Holaspirit data including roles, members, and their relationships.

Step-by-Step Import

  1. Export from Holaspirit. In Holaspirit, export your organizational data as a file. Refer to Holaspirit’s documentation for the exact export procedure.

  2. Open the Import Tool. In Rolebase, navigate to your organization’s settings and find the Import section.

  3. Select Provider. Choose Holaspirit as the import source.

  4. Upload File. Select the exported file from your computer and upload it.

  5. Processing. Rolebase parses the file and maps Holaspirit entities to Rolebase equivalents:

    • Holaspirit circles and roles both become Rolebase roles (with purpose, domain, and accountabilities). A Holaspirit circle is imported as a role that contains sub-roles.
    • Members are created with their names and role assignments.

  6. Review. Check the import preview to confirm that roles and members look correct.

  7. Confirm. Accept the import. The organizational structure is created in Rolebase.

Warning 2 Existing Data

Importing into an organization that already has roles may create duplicates. It is recommended to import into a fresh organization.

What Gets Imported

Holaspirit EntityRolebase Equivalent
Organization structureTop-level role and hierarchy
CirclesRoles containing sub-roles (with purpose, domain, accountabilities)
RolesRoles (with purpose, domain, accountabilities)
MembersMember entries (without user accounts)
Role assignmentsMembers assigned to their roles
Info Circle User Accounts

Imported members are created as entries without linked user accounts. You will need to invite them via email so they can log in and access the organization.

Error Handling

If the import encounters issues:

  • Invalid file format means the file is not in the expected format. Verify that you exported correctly from the source tool.
  • Missing required fields indicates some entities could not be mapped. Check the error details for specifics.
  • Partial import occurs when some items fail. The successfully imported items are kept. Review and manually add any missing pieces.

Importing from Other Tools

While Holaspirit is the primary supported import source, the import framework is extensible. If you use a different governance tool, you can:

  • Manual setup lets you use the Rolebase interface to recreate your structure. For small organizations this may be faster.
  • API import lets developers use the GraphQL API to programmatically create roles and members from any data source. See the Custom Integrations guide.

Next Steps