ChartHop for Administrators
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Importing spreadsheet data
Update your current organization
you can import a csv or spreadsheet file to make updates to people in charthop ensure that the data in your file conforms to charthop's formatting requirements to update people in your charthop organization, complete the following steps from the settings menu (gear icon) in the left sidebar, select import spreadsheet data on the right side of the page, select update current org select download template a csv template downloads to your computer add your data to the csv template, including any optional columns save the template under a new name on the upload your spreadsheet page, drag the template to the target area (optional) to create new people and jobs in your charthop org, select allow spreadsheet to create new people and jobs note that this feature is set on by default (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 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 required columns work email is required, and should be the first column in your file optional columns include any of the following columns, depending on what information you want to update 156,383,204 false true unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor