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 file to ChartHop

The following image shows a section of the ChartHop spreadsheet upload process.



To import a CSV or Excel file to ChartHop:

1. From the Settings menu (gear icon) in the left sidebar, select Import Spreadsheet data.
2. On the Upload your spreadsheet page, drag your file to the target area.
3. (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.
4. Select Upload to org.
5. 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.
6. Once all columns are matched, select Continue with import to finish importing data.
7. (Optional) When upload is complete, select View Details to see a summary.

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 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".

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.