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.
The following image shows a section of the ChartHop spreadsheet upload process.
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.
- 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.
From the right side of the page, you can select and download templates of CSVs to use.
Use this guided template to create new people in your org
Make changes to existing people and jobs
Make changes to historical org data
Create or make changes to stock grants and vesting schedules
Create or make changes to open roles
When you format a spreadsheet file for upload to ChartHop, you should follow a series of guidelines listed in this section below.
When using Microsoft Excel, save files to XLSX, since Excel may corrupt files that are saved 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".
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.
Roles: Owner | Org editor
