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. 
Column
Description
Example
Job Title
Employee's job title.
[email protected]
Manager
Email address for the employee's manager.
[email protected]
Pref Name
Any first name or nickname that is different from legal name.
Sunny
Pref Last
Any last name or nickname that is different from legal name.
Jones
Middle Name
Full legal middle name.
Trevor
Employee ID
Alphanumeric string representing the employee. 
1001
Base
Annual base income. 
$100,000
Hourly
Hourly base income.
$37.50
Hours Per Week
Number of hours worked per week. 
40
Variable
Annual bonus or on-target earnings (OTE) in currency. 
$20,000
variablePercent
Annual bonus in percent. 
20%
Variable Type
Type of variable compensation: bonus or commission.
bonus
Currency
Three-letter currency code, if non-USD, for the currency the job is paid in.
GBP
Band
Name of the compensation band. Note that bands must be created first. Learn more. 
L3
Date of Birth
Employee's birth date. 
12/26/1986
Department
Department the person belongs to. 
Enterprise
Employment
Employment status, as follows:
full - Full time.﻿
part - Part time. 
temp - Temporary. 
intern - Intern.
contract - Contract. 
expat - Overseas job with special tax status. 
full
Ethnicity
Employee's ethnicity. 
Asian
Gender
Employee's gender.  
Male
Location
Employee's geographic location.
New York
Team
The team or teams the employee belongs to; separate multiple teams with semicolons. 
Engineering; Technology
Mobile Phone
Employee's mobile phone. 
7187778888
contact.homePhone
Employee's home phone. 
7187778888
contact.workPhone
Employee's work phone. 
7187778888
Street 1
Employee's street address.
222 Example St.
Street 2
Employee's apartment, if any. 
#4E
City
Employee's city. 
Brooklyn
State
Employee's state. 
NY
Postal Code
Employee's postal code. 
11209
Country
Employee's country. 
US
﻿
﻿
﻿Roles: Owner | Org editor
﻿

Column	Description	Example
Job Title	Employee's job title.	[email protected]
Manager	Email address for the employee's manager.	[email protected]
Pref Name	Any first name or nickname that is different from legal name.	Sunny
Pref Last	Any last name or nickname that is different from legal name.	Jones
Middle Name	Full legal middle name.	Trevor
Employee ID	Alphanumeric string representing the employee.	1001
Base	Annual base income.	$100,000
Hourly	Hourly base income.	$37.50
Hours Per Week	Number of hours worked per week.	40
Variable	Annual bonus or on-target earnings (OTE) in currency.	$20,000
variablePercent	Annual bonus in percent.	20%
Variable Type	Type of variable compensation: bonus or commission.	bonus
Currency	Three-letter currency code, if non-USD, for the currency the job is paid in.	GBP
Band	Name of the compensation band. Note that bands must be created first. Learn more.	L3
Date of Birth	Employee's birth date.	12/26/1986
Department	Department the person belongs to.	Enterprise
Employment	Employment status, as follows: full - Full time. part - Part time. temp - Temporary. intern - Intern. contract - Contract. expat - Overseas job with special tax status.	full
Ethnicity	Employee's ethnicity.	Asian
Gender	Employee's gender.	Male
Location	Employee's geographic location.	New York
Team	The team or teams the employee belongs to; separate multiple teams with semicolons.	Engineering; Technology
Mobile Phone	Employee's mobile phone.	7187778888
contact.homePhone	Employee's home phone.	7187778888
contact.workPhone	Employee's work phone.	7187778888
Street 1	Employee's street address.	222 Example St.
Street 2	Employee's apartment, if any.	#4E
City	Employee's city.	Brooklyn
State	Employee's state.	NY
Postal Code	Employee's postal code.	11209
Country	Employee's country.	US

Updated 04 Oct 2023

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