You can bulk-import data for a large number of jobs or people via a CSV file (a common format that you can export from Excel or Google Sheets).
For example, you might have performance-review information in a spreadsheet that you want to import and store as custom fields. The data format is flexible, and supports uploading any type of information associated with Jobs and People.
From ChartHop, visit the Import CSV Data page. From that page, you can upload the CSV file directly.
You must have Primary Editor access permissions to import data.
All column names are case-insensitive, and ignore spaces. So, for example, a column named Base Comp means the same thing as a column named basecomp or baseComp -- use whichever is most convenient for you.
If you are importing a custom field, you must use the field name in ChartHop, not the field label. So if you have a field named perfRating that is labeled Performance Rating (Manager Evaluation), you should use perfRating as the column name.
The leftmost column of the CSV is always the identifier column, which identifies which job or person to attribute the information to. You can use one of the following as identifiers:
For most day-to-day purposes, we recommend using Email as it should be unique and human-readable. For programmatic integrations, you may want to consider using Job ID or Person ID.
The field columns should be identical to the custom field name in ChartHop.
Suppose we are importing data for three employees for two data fields: selfRating (a numeric field) and selfRatingComment (a long text field). The CSV file might look like this:
Sample CSV file: