Learn how to upload Employees, Candidates, Other Contacts, and QoH input records into Crosschq.
Within the Organization Settings, you will find the Data Administration section. Select the Import Data tab to access the CSV uploader and hit "Import CSV File".
Add a name to the import and select any of the following import options:
- Uploading Employee records
- Uploading Candidate records
- Uploading Other Contact records
- Uploading QoH Inputs
Uploading Employee records
Upon selecting the Employee Data import option, you will proceed to the Import Settings step. In this section, you will encounter the following configurations:
Record Merging
In this section, you can choose to either create new records, modify existing ones, or do both simultaneously.
Empty Field Handling
This setting determines how the importer should treat any blank fields present in your CSV file. If this option is turned off, Crosschq will disregard records that contain empty fields. Conversely, if enabled, Crosschq will remove the data from the corresponding field in the current database.
Database Replacement
When this option is activated, the existing employee database in Crosschq will be entirely overwritten by the new import.
Voice Settings
These settings can be used when uploading records that will be used to send Voice surveys.
You have the option to assign all records to a designated contact list and to create a tag for all of them. Both of these options are optional.
Once you've configured your import settings, select Continue to move on to the file upload stage. In this step, you'll be able to upload your Employee CSV.
Before you upload your CSV file, make sure it adheres to the specified format outlined in the provided template. This template offers guidance on the recommended data formats for each field, including concise descriptions and suggested values for specific entries.
Please be aware that while the template includes suggested fields, you have the flexibility to incorporate additional fields that meet your specific needs. Any extra fields you add will be recognized as custom fields.
Furthermore, please adhere to the following guidelines for your file:
- The employee name, last name, and email address fields are required for all records.
- The file format and extension must be CSV, and it cannot have a password.
- The file header row (first row) can only contain text characters (do not use invisible control characters like Shift-In).
- Dates entries (for example, the Hire Date column) should match one of these formats:
- MM/DD/YYYY
- YYYY-MM-DD
- M/D/YYYY
- The emails provided in the Email column must be unique.
- Employees will be considered terminated when their records have an End Date or when the record is no longer available/not included in subsequent uploads.
- Org Level, Employment Type, Pay Type, Termination Disposition, and Marital Status, have fixed values in our database mapping table. However, if a user tries to upload a value not included in the mapping table, it will not cause an error as the new value will be dynamically added to the mapping table. For example, if a user enters "I don't know" in the Marital Status field, that employee's record will show "I don't know".
- Gender and Ethnicity, on the contrary, also have fixed values in our database mapping table. But, if a user tries to upload a value not included in the mapping table, that unique value will map to "other" in the database. For example, if a user enters "I don't know" in the Ethnicity field, that employee's record will show "other".
The next step is the Field Mapping.
Each column from your CSV file will be displayed on the left side, while the corresponding fields within the Crosschq Intelligence Cloud will appear on the right side.
Crosschq will attempt to automatically match the fields from your CSV file to the corresponding fields in the Crosschq Intelligence Cloud. If any fields cannot be matched automatically, a yellow warning will appear, prompting you to perform a manual match. Additionally, you can easily filter the list to view only the unmatched fields by using the filter option located in the top left corner.
Utilize the dropdown menus to either select an existing field from the Crosschq database or to create a custom field directly within the same menu.
If you have any extra fields in your CSV file that you prefer not to include in the upload, you can easily exclude them by unchecking the corresponding checkbox:
Once all your fields are mapped, select continue to move on to the last stage.
At this stage, you can review and correct the data you are about to import. Any errors found in your records will be clearly marked in red, making it easy for you to identify and address them. Additionally, you can apply filters to view only the invalid records for more efficient correction.
If you identify any errors in your file, you don't need to make changes to the CSV and re-upload it. You can easily correct the mistakes directly within this interface. However, it is advisable to also resolve the issues in your original data source (ATS/HRIS) to avoid recurring errors in the future.
Select confirm & import to import your CSV data into the Crosschq Intelligence Cloud.
The upload duration may vary based on the number of records being processed, and you can monitor the status of your uploads—both ongoing and completed—within the Import Data section of the admin interface.
Uploading Candidate records
Upon selecting the Candidate Data import option, you will proceed to the Import Settings step. In this section, you will encounter the following configurations:
Record Merging
In this section, you can choose to either create new records, modify existing ones, or do both simultaneously.
Empty Field Handling
This setting determines how the importer should treat any blank fields present in your CSV file. If this option is turned off, Crosschq will disregard records that contain empty fields. Conversely, if enabled, Crosschq will remove the data from the corresponding field in the current database.
Database Replacement
When this option is activated, the existing candidate database in Crosschq will be entirely overwritten by the new import.
Voice Settings
These settings can be used when uploading records that will be used to send Voice surveys.
You have the option to assign all records to a designated contact list and to create a tag for all of them. Both of these options are optional.
Once you've configured your import settings, select Continue to move on to the file upload stage. In this step, you'll be able to upload your candidate CSV.
Before you upload your CSV file, make sure it adheres to the specified format outlined in the provided template. This template offers guidance on the recommended data formats for each field, including concise descriptions and suggested values for specific entries.
Please be aware that while the template includes suggested fields, you have the flexibility to incorporate additional fields that meet your specific needs. Any extra fields you add will be recognized as custom fields.
Furthermore, please adhere to the following guidelines for your file:
- The candidate name, last name, and email address fields are required for all records.
- The file format and extension must be CSV, and it cannot have a password.
- The file header row (first row) can only contain text characters (do not use invisible control characters like Shift-In).
- Dates entries (for example, the Hire Date column) should match one of these formats:
- MM/DD/YYYY
- YYYY-MM-DD
- M/D/YYYY
- The emails provided in the Email column must be unique.
The next step is the Field Mapping.
Each column from your CSV file will be displayed on the left side, while the corresponding fields within the Crosschq Intelligence Cloud will appear on the right side.
Crosschq will attempt to automatically match the fields from your CSV file to the corresponding fields in the Crosschq Intelligence Cloud. If any fields cannot be matched automatically, a yellow warning will appear, prompting you to perform a manual match. Additionally, you can easily filter the list to view only the unmatched fields by using the filter option located in the top left corner.
Utilize the dropdown menus to either select an existing field from the Crosschq database or to create a custom field directly within the same menu.
If you have any extra fields in your CSV file that you prefer not to include in the upload, you can easily exclude them by unchecking the corresponding checkbox:
Once all your fields are mapped, select continue to move on to the last stage.
At this stage, you can review and correct the data you are about to import. Any errors found in your records will be clearly marked in red, making it easy for you to identify and address them. Additionally, you can apply filters to view only the invalid records for more efficient correction.
If you identify any errors in your file, you don't need to make changes to the CSV and re-upload it. You can easily correct the mistakes directly within this interface. However, it is advisable to also resolve the issues in your original data source (ATS/HRIS) to avoid recurring errors in the future.
Select confirm & import to import your CSV data into the Crosschq Intelligence Cloud.
The upload duration may vary based on the number of records being processed, and you can monitor the status of your uploads—both ongoing and completed—within the Import Data section of the admin interface.
Uploading Other Contact records
Upon selecting the Other Contact Data import option, you will proceed to the Import Settings step. In this section, you will encounter the following configurations:
Record Merging
In this section, you can choose to either create new records, modify existing ones, or do both simultaneously.
Empty Field Handling
This setting determines how the importer should treat any blank fields present in your CSV file. If this option is turned off, Crosschq will disregard records that contain empty fields. Conversely, if enabled, Crosschq will remove the data from the corresponding field in the current database.
Database Replacement
When this option is activated, the existing database in Crosschq will be entirely overwritten by the new import.
Voice Settings
These settings can be used when uploading records that will be used to send Voice surveys.
You have the option to assign all records to a designated contact list and to create a tag for all of them. Both of these options are optional.
Once you've configured your import settings, select Continue to move on to the file upload stage. In this step, you'll be able to upload your CSV.
Please follow these rules when setting up your import file:
- The employee name, last name, and email address fields are required for all records.
- The file format and extension must be CSV, and it cannot have a password.
- The file header row (first row) can only contain text characters (do not use invisible control characters like Shift-In).
- Dates entries (for example, the Hire Date column) should match one of these formats:
- MM/DD/YYYY
- YYYY-MM-DD
- M/D/YYYY
- The emails provided in the Email column must be unique.
The next step is the Field Mapping.
Each column from your CSV file will be displayed on the left side, while the corresponding fields within the Crosschq Intelligence Cloud will appear on the right side.
Crosschq will attempt to automatically match the fields from your CSV file to the corresponding fields in the Crosschq Intelligence Cloud. If any fields cannot be matched automatically, a yellow warning will appear, prompting you to perform a manual match. Additionally, you can easily filter the list to view only the unmatched fields by using the filter option located in the top left corner.
Utilize the dropdown menus to either select an existing field from the Crosschq database or to create a custom field directly within the same menu.
If you have any extra fields in your CSV file that you prefer not to include in the upload, you can easily exclude them by unchecking the corresponding checkbox:
Once all your fields are mapped, select continue to move on to the last stage.
At this stage, you can review and correct the data you are about to import. Any errors found in your records will be clearly marked in red, making it easy for you to identify and address them. Additionally, you can apply filters to view only the invalid records for more efficient correction.
If you identify any errors in your file, you don't need to make changes to the CSV and re-upload it. You can easily correct the mistakes directly within this interface. However, it is advisable to also resolve the issues in your original data source to avoid recurring errors in the future.
Select confirm & import to import your CSV data into the Crosschq Intelligence Cloud.
The upload duration may vary based on the number of records being processed, and you can monitor the status of your uploads—both ongoing and completed—within the Import Data section of the admin interface.
Uploading QoH Inputs
Upon selecting the QoH Input Data import option, you will proceed to the Import Settings step. In this section, you will encounter the following configurations:
Record Merging
In this section, you can choose to either create new records, modify existing ones, or do both simultaneously.
Empty Field Handling
This setting determines how the importer should treat any blank fields present in your CSV file. If this option is turned off, Crosschq will disregard records that contain empty fields. Conversely, if enabled, Crosschq will remove the data from the corresponding field in the current database.
Once you've configured your import settings, select Continue to move on to the file upload stage. In this step, you'll be able to upload your CSV.
The CSV file must include three essential fields: the employee's email address, which links the input value to a specific employee; the period associated with that input; and the corresponding input value itself. For guidance on the appropriate format, please refer to this template.
Please follow these rules when setting up your import file:
- The file format and extension must be CSV, and it cannot have a password.
- The file header row (first row) can only contain text characters (do not use invisible control characters like Shift-In).
- Dates entries (for example, the Hire Date column) should match one of these formats:
- MM/DD/YYYY
- YYYY-MM-DD
- M/D/YYYY
The next step is the Field Mapping.
Each column from your CSV file will be displayed on the left side, while the corresponding fields within the Crosschq Intelligence Cloud will appear on the right side.
Crosschq will attempt to automatically match the fields from your CSV file to the corresponding fields in the Crosschq Intelligence Cloud. If any fields cannot be matched automatically, a yellow warning will appear, prompting you to perform a manual match. Additionally, you can easily filter the list to view only the unmatched fields by using the filter option located in the top left corner.
Utilize the dropdown menus to either select an existing field from the Crosschq database or to create a custom field directly within the same menu.
If you have any extra fields in your CSV file that you prefer not to include in the upload, you can easily exclude them by unchecking the corresponding checkbox:
Once all your fields are mapped, select continue to move on to the last stage.
At this stage, you can review and correct the data you are about to import. Any errors found in your records will be clearly marked in red, making it easy for you to identify and address them. Additionally, you can apply filters to view only the invalid records for more efficient correction.
If you identify any errors in your file, you don't need to make changes to the CSV and re-upload it. You can easily correct the mistakes directly within this interface. However, it is advisable to also resolve the issues in your original data source to avoid recurring errors in the future.
Select confirm & import to import your CSV data into the Crosschq Intelligence Cloud.
The upload duration may vary based on the number of records being processed, and you can monitor the status of your uploads—both ongoing and completed—within the Import Data section of the admin interface.