Instead of typing each metric by hand, you can import your data from a
spreadsheet. The importer reads .xlsx or .csv files and maps your columns to
the right fields automatically. This guide covers bulk import.
💡 Tip — Who can use this Available to all clients, in the Submit Data wizard.
Quick reference
| Step | Action |
|---|---|
| 1 | Download the template, fill it, and upload |
Step 1 — Import your data
In the Submit Data wizard, the left sidebar has a Bulk Import area.
- Click Download Template to get a correctly-formatted spreadsheet.
- Fill in the template with your metrics, rocks, and initiatives.
- Drag and drop the file (or click to browse) into the import area.
- The importer reads your file, matches columns (it recognizes common header aliases), and populates the wizard steps with your data.
- Review the import summary — it shows how many fields matched, how many priorities and initiatives were found, and any unrecognized columns.
Once imported, you can review and adjust the values across the steps before submitting, just as if you'd typed them.
📝 Note — Recognized headers are flexible The importer accepts common variations of header names (for example, "Revenue," "Total Revenue," or "Monthly Revenue" all map to the same field). But if a header is too unusual, it'll show as an unrecognized column and won't import — rename it to match the template for next time.
💡 Tip — Use the template every time Downloading and reusing the template guarantees your headers match what the importer expects. It's the most reliable way to bulk-import without column- matching surprises.