This topic will help you import an EQ-i 2.0 report into the EQ 360. It only applies to users of the EQ 360.


Importing an EQ-i 2.0 record

If the participant has recently completed the EQ-i 2.0, you can import their assessment and then add raters to generate a 360 report.

You can only import EQ-i 2.0 results from within the last 3 months.

When a scored EQ-i 2.0 report is imported into the EQ 360, the full price is charged for generating an EQ 360 report. There is no discount for tokens spent on EQ 360 self-reports since you are generating an entirely new report.


To import an EQ-i record

  1. On the Invite page, click Import an EQ-i Record.

    The Import EQ-i Records page opens.

  2. Select or create a folder to place your imported participants into.

  3. Click the check box beside the EQ-i records you wish to import.

    If you don't see a participant listed, you can search for them by entering their name or email in the text box and clicking Search. You can also find a participant by selecting the folder name or status definition to filter the list by.

  4. To receive a notification when a rater completes an assessment, enter a contact name and email address, and click the checkbox for Send email notification when an assessment has been completed.