---
title: Update your organization history
slug: update-your-organization-history
createdAt: 2022-03-09T02:17:04.000Z
---

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](https://docs.charthop.com/importing-spreadsheet-data). 

To upload historical data to ChartHop, complete the following steps: 

1. In the left sidebar, select the **Admin** menu (gear icon), then select **Import Spreadsheet data**.
2. On the right side of the page, select **Update org history**. 
3. Select **Download template**. A CSV template downloads to your computer.
4. Add your data to the CSV template, including any optional columns. 
5. Save the template under a new name.
6. On the **Upload your spreadsheet** page, drag the template to the target area.
7. (Optional) To create new [groups](https://docs.charthop.com/creating-and-managing-groups) in your ChartHop org, select **Allow spreadsheet to create new groups**. Note that this does not include [Job Codes](https://docs.charthop.com/job-codes), or [Bands](https://docs.charthop.com/compensation-bands), which must be created manually.
8. Select **Upload to org**.
9. 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. 
10. Once all columns are matched, select **Continue with import** to finish importing data. 
11. (Optional) When upload is complete, select **View Details** to see a summary. 

:::hint{type="warning"}
When matching spreadsheet columns with ChartHop fields, select **None of these** to skip a column. Skipped columns are not imported.  
:::

### Required columns

| **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`                |

### Example update

The 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 |



:::hint{type="info"}
**[Modules:](https://www.charthop.com/pricing/)** <font color="#000000">**HRIS |** </font>**Engagement | Goals | Performance |&#x20;**<font color="#000000">**Compensation Reviews |** </font>**Headcount Planning**
:::

:::hint{type="info"}
[Roles](https://docs.charthop.com/user-roles-and-permissions): Owner | Org editor
:::