Update your organization history

You can import a CSV or spreadsheet file to make changes to historical data such as promotion history, hire and departure history, and performance review history. Ensure that the data in your file conforms to ChartHop's formatting requirements. 
To upload historical data to ChartHop, 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 org history. 
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 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 columnsColumn
Description
Example
Work Email
Employee's work email address; must be the first column.
joan.smith@charthop.com
Date
Date in the past when the update would have occurred.
10/16/21
Example updateThe following table shows an example update where you change the job title and salary for two employees:
Work email
Date
Job Title
Base
john.smith@example.com
06/05/2017
Customer Success Manager
$100,000
wendy.carlson@example.com
08/05/2019
Engineer
$140,000
﻿
﻿﻿Packages: Basic | Standard | Premium﻿
﻿
﻿Roles: Owner | Org editor
﻿

Updated 16 May 2023

Did this page help you?

Yes

Update your current organization

Importing historical data

Docs powered by archbee

TABLE OF CONTENTS

Required columns

Example update

Column	Description	Example
Work Email	Employee's work email address; must be the first column.	joan.smith@charthop.com
Date	Date in the past when the update would have occurred.	10/16/21

Work email	Date	Job Title	Base
john.smith@example.com	06/05/2017	Customer Success Manager	$100,000
wendy.carlson@example.com	08/05/2019	Engineer	$140,000