Export HeyTaco Points Data
To preserve your team’s recognition history, start by exporting all point (taco) data from HeyTaco. You will need to be a HeyTaco admin to do this (HeyTaco’s admin dashboard is only accessible to designated admins) We'll be generating 2 separate reports.
First Report:
Open HeyTaco’s Admin Dashboard: Log in to HeyTaco and navigate to the Admin panel. In Slack, you can click on the HeyTaco app home, or open HeyTaco’s web dashboard (e.g. via heytaco.chat and sign in).
Ensure you have Hey Taco admin privileges so you can see the admin options (regular users won’t see the admin menu).
Go to the People Section: In the HeyTaco admin menu, find the People section. This section displays your team’s taco stats. You should see a list of users and their taco counts. (In HeyTaco’s interface, the People page lists each user along with tacos Received, Given, etc.)
Click “Download Data”: In the top-right corner of the Analytics or People page, click the Download Data button. This will download a CSV file containing your team’s taco points data. Save this file for the import into Donut.
Verify the Data Export: Open the CSV to ensure it contains the expected information. Each row should represent a user on your team, with columns for their taco points. The key fields you’ll see include Given, Received, and Redeemable balances.
2nd Report:
Go to the HeyTaco Admin Dashboard.
Click the Analytics or Activity tab.
You should see a chronological list of taco messages, including givers, receivers, and messages
Download All Data.
Use the Export Data or Download CSV button to export your full transactional history.
This will generate a CSV similar to
Final_taco-data_2023-05-01--2025-09-30, where each row represents one taco message.
Important: Once your files are downloaded, please reach out to the purple chat button on the right to share your CSV files with our team or if you are an Enterprise customer, please reach out to your dedicated Customer Success Manager to share the files.
Identify Slack Channels Using HeyTaco
Next, find out which Slack channels currently have the HeyTaco bot active. Donut Shoutouts will need to be present in those channels to continue the recognition program without interruption. Identifying HeyTaco’s channels will also inform your communication plan (so you can announce the switch in those channels).
Note: This step requires Slack Workspace Admin privileges, since only Slack workspace owners/admins can manage app installations and view their settings
Open Slack App Management: In Slack, click your workspace name in the top-left corner. From the menu, select “Settings & administration” > “Manage apps.” This will open your workspace’s app management page. (Slack might open a browser window for the app directory).
Locate the HeyTaco App: In the Manage Apps page (Slack App Directory for your workspace), search for HeyTaco in the list of installed apps and click on it. This brings up the HeyTaco app’s information page. (You must be a Slack workspace Owner/Admin to access this page and manage apps.
Open the Configuration Settings: On the HeyTaco app page, click the Configuration tab (sometimes labeled “Settings”). This tab is where Slack displays app-specific settings and information, including channel details.
Find Channels List: Scroll through the HeyTaco Configuration page to find the Bot User section or any info about channel access. Slack will list the channels that the HeyTaco bot is a member of. For example, it might say: “This app is in #general, #random, #team-chat”. This indicates the Slack channels where users have added the HeyTaco bot (or where it was invited to post taco rewards, leaderboards, etc.).
Document the Channels: Note down all channels where HeyTaco is active. Commonly, teams have HeyTaco in social or recognition channels (e.g. #kudos, #thanks, or team channels where tacos were given). This list is important so you can later invite Donut into the same channels, ensuring no team or group misses out on the new program.
Pro Tip: If you plan to remove or disable HeyTaco after the switch, knowing the channels helps coordinate that. Slack doesn’t automatically remove HeyTaco from channels, so after launching Donut, you might remove HeyTaco’s integration entirely (this can be done on the same Slack app page by clicking “Remove App”). However, we recommend waiting until Donut Shoutouts is confirmed running smoothly before removing HeyTaco, just in case.
Add Donut To Channels Identified
It's not too early to go ahead and start adding Donut to those identified channels! Donut Shoutouts will work in any channel that Donut is a member of.
Invite Donut to a public or private channels using the "/invite" command
Go to the channel in Slack and type "/invite @donut." Hit enter. You might get a DM from Donut to continue setting up the channel, but you can ignore those for now. Note: If you are currently running an Intros, Watercooler or Celebrations channel, Donut will already be a part of those Slack channels.
Set Up Your Shoutouts Program
Now is a great time to configure your Shoutouts program! This will need to be set up in order for our team to upload your points from Hey Taco. Please follow the instructions here for creating your Shoutouts Program.
Communicate and Celebrate🎉
Communicating the change to your team is crucial. You want everyone to understand that the recognition program is continuing (just in a new form) and to get them excited about Donut Shoutouts. Here's a link to a few communication templates to help with an email announcement and Slack message. Feel free to adjust the tone and specifics for your company.