Add new people

Use the importer to add employees to ChartHop. You should use a CSV file whenever possible, however you can use the Excel spreadsheet file format (.XLSX) if needed.

Like any other data import, you can upload a CSV or spreadsheet from the Import CSV Data page. Access to the importer is only granted to certain user roles. See User roles and permissions to learn more.

If you are setting up your ChartHop organization for the first time, we recommend setting up a ChartHop synchronization app for your payroll provider so that your information always stays up to date with what is in your existing system of record. Learn more.

You can import data into any field within ChartHop. When importing data to a custom field within ChartHop, be sure you have already created the custom field.

1. Open the Import CSV Data page.
2. Select browse or drag your file onto the designated location.
3. Select Upload to org.

The first column in your CSV or spreadsheet should always be the work email. Your file must contain the following columns at a minimum:

• Work email
• First name
• Last name
• Job title
• Start date
• Manager

Before importing, ensure that your CSV or spreadsheet looks like the example below. Ensure that the data in your file conforms to ChartHop's formatting requirements. See Importing spreadsheet data for more information.

The following columns are optional, but should be included if possible. You can include as many additional fields as you need. Be sure not to leave any column blank.