Importing spreadsheet data

charthop provides apps with which you can sync data from different payroll, equity, and applicant tracking systems (ats) when your system is not supported or when you want to make bulk updates, you can import a csv or a microsoft excel xlsx file import a spreadsheet data to charthop the following image shows a section of the charthop spreadsheet upload process matching charthop fields to spreadsheet columns to import a csv or excel file to charthop select admin (gear icon) in the left sidebar, select import spreadsheet data on the import spreadsheet data page, drag your file to the target area (optional) select allow spreadsheet to create new people and jobs use if your upload contains new people or jobs if not checked, only existing people or jobs will be updated (optional) to create new groups in your charthop org, select allow spreadsheet to create new groups note that this does not include job codes , or bands , which must be created manually in charthop select upload to org for any fields in your spreadsheet that weren’t automatically matched to a charthop field, select a charthop field to match to your spreadsheet column you may need to scroll to see all unmatched fields, which are highlighted in red once all columns are matched, select continue with import to finish importing data (optional) when upload is complete, select view details to see a summary when matching spreadsheet columns with charthop fields, select none of these to skip a column skipped columns are not imported spreadsheet templates & guides from the right side of the page, you can select and download templates of csvs to use add new people use this guided template to create new people in your org https //archbee doc uploads s3 amazonaws com/cxajuaezd9veevqbiymdw/6re10us1 o8uh2utgbrv6 add new people template csv update current org make changes to existing people and jobs https //archbee doc uploads s3 amazonaws com/cxajuaezd9veevqbiymdw/hkhokzlnr5hllnxhs6uxi update current org template csv update org history make changes to historical org data https //archbee doc uploads s3 amazonaws com/cxajuaezd9veevqbiymdw/euae8bzkjcqeqlhf7k5dx update org history template csv add or update equity data create or make changes to stock grants and vesting schedules https //archbee doc uploads s3 amazonaws com/cxajuaezd9veevqbiymdw/zd zoagyyidhvba6amdu7 add or update equity data template csv add or update hiring plan create or make changes to open roles https //archbee doc uploads s3 amazonaws com/cxajuaezd9veevqbiymdw/58e2mjxtvbsj8rl2ojtb3 add or update hiring plan template csv formatting spreadsheets for import when you format a spreadsheet file for upload to charthop, you should follow a series of guidelines listed in this section below file format for spreadsheet imports when using microsoft excel, save files to xlsx, since excel may corrupt files that are save d to csv when importing a xlsx file, also be sure to do the following avoid empty columns enter complete job titles in any file to be uploaded (for example, "senior vice president" instead of "svp") charthop intelligently abbreviates titles in the org chart depending on how much screen space is available use the same kind of data in all similar fields for example, use an email address in the manager column if using work email as the identifier for the employee also note that columns are case insensitive and ignore spaces for example, a column named "base comp" is the same thing as a column named "basecomp" you must include the country code as a part of any international number for it to be recognized as such within charthop when you are syncing phone numbers from an external system, such as a payroll system or ats, be sure the country code is included in the phone number that is listed in the external system this also applies when updating data through a spreadsheet identifiers for spreadsheet imports when you add information to charthop, you need to tell it which job or person the data belongs to charthop uses the first column in a spreadsheet as the identifier, and it usually prefers that to be a person's work email you can also create your own unique identifier using a custom field learn more you can export existing employee data from the data sheet as a csv file to use as a spreadsheet template for your changes once you are done editing that csv file, you can import it back into charthop learn more charthop standard and premium customers can add custom fields if you are importing data to a custom field, be sure to first add the field to charthop learn more https //docs charthop com/working with custom fields packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor