5min

Update current organization

ÔĽŅRoles: User |¬†Owner¬†|¬†Technical¬†Owner¬†|¬†Primary¬†Editor¬†|¬†Recruiting¬†Editor

Use the importer to make changes to employees in ChartHop. You should use a CSV file whenever possible; however, you can use the Excel spreadsheet file format (.XLSX) if needed.

Like any other data import, you can upload a CSV or spreadsheet from the Import CSV Data page. Access to the importer is only granted to certain user roles. See User roles and permissions to learn more.

You can import data into any field within ChartHop. When importing data to a custom field within ChartHop, be sure you have already created the custom field.

  1. Open the Import CSV Data page.
  2. Select browse or drag your file onto the designated location.
  3. Select Upload to org.

Required columns for updating your current organization

The first column in your CSV or spreadsheet should always be the work email and be in the following format: name@company.com.

Suggested columns for updating current organization

The following columns are optional. You can include as many additional fields as you need. Be sure not to leave any column blank. Ensure that the data in your file conforms to ChartHop's formatting requirements. See Importing CSVs and spreadsheets for more information.

Job title

Start date

Preferred name

Gender

Ethnicity

Base comp

Hourly comp

Variable comp

Currency

Chief Executive Officer

12/09/2019

Ginny

F

Asian

300000

0

50000

EUR

Engineering manager

08/08/2018

Marky-mark

M

White

100000

0

20000

USD

Customer Success Manager

09/09/2019

Emmanuel

M

Hispanic

10000

100

0

ILS

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