Import payroll data for ChartHop Basic
If you have ChartHop Basic and need to import payroll data from a system that is not supported by a ChartHop Basic app, you can export your payroll to a spreadsheet and then import the spreadsheet to ChartHop. Ensure that the data in your file conforms to ChartHop's formatting requirements.
When you export payroll data from your system, the spreadsheet file should:
- Be in CSV or XLSX format.
- Be UTF-8 encoded.
- Have fewer than 1000 records.
At a minimum, the file should contain the following columns:
- Work email (As the first column)
- First name
- Last name
- Job title
- Manager
- Start date
You can add profile pictures for your employees by uploading image links to the picture you want to associate with the employee. Add these links to the Image column. ChartHop will resize images and add them to the Org Chart and the Data Sheet. When uploading images, note the following:
- You can only upload images during your initial import, not on subsequent updates.
- You should host images on a publicly available server with no login required.
- You can upload images with the .jpeg, .jpg, .png, and .gif file types.
Typically, we recommend you use work email addresses to identify employees when you import. However, you can use System ID as your first column and then list payroll system identifiers such as ADP ID, Bamboo ID, or Job ID in that column. If you do so, ensure that you provide a corresponding identifier for the person's manager (for example, if the first column is ADP ID, provide the manager's ADP ID in the Manager column).
To import your data to ChartHop, complete the following steps:
- On ChartHop's main screen, under Upload a spreadsheet, select Excel or CSV.
- Under Upload your spreadsheet, drag and drop the file to import.
- Select Next step. ChartHop attempts to match each column with a ChartHop field. For example, a column titled fname is identified as first name.
- If necessary, under Column in your spreadsheet, match any unmatched columns (highlighted in red) with the appropriate ChartHop field. Note that selecting None of these for a required field will generate an error.
- Under Date format, select the date format for dates in the file.
- Select Looks good! to proceed to the next section.
- Under Add required info and tidy up your data, fix any errors (highlighted in red), such as improperly formatted dates or email addresses. See the following section for a reference of common errors.
- Select Looks good! to proceed to the next section.
- Under Help us understand your org structure, select the head(s) of your organization.
- If necessary, under Identify managers, select any missing managers (highlighted in red).
- Click Looks good! to start creating your ChartHop organization. A progress bar is displayed, but you can close the window without interrupting org creation. You receive an email when your ChartHop organization is created.
The following table contains column errors you may encounter while setting up your ChartHop organization:
Error | How to resolve... |
Invalid email format | Use a valid email format for Work email and Manager, such as steven.jones@charthop.com. |
Invalid date format | Use a valid date format for Start date that matches the one you selected, such as m/d/yyyy. |
Email addresses are not unique | Ensure that each person has a unique email address. |
Missing required field | Include Work email, First name, Last name, Job title, and Start date for each person. |
Roles: Owner
