Upload Data via CSV
The file must be a CSV (not XLS).
The file must contain the headers laid out in the Data Format.
The file may contain multiple dates per employee.
Ambition can only process Metric totals keyed to a specific date. You can not send aggregated weekly or monthly totals.
Uploading Data
1. Login to your Ambition instance.
2. Open the left navigation and click Administration > Data > Integrations.
3. Click the Settings button to enter the File Upload Integration.
4. Click the File Upload tab.
5. Insure that the CSV about to be uploaded contains all the Required Fields.
6. Click the blue Choose File button. Select the CSV to be uploaded.
7. Verify seeing the correct CSV chose to be uploaded, and click the green Upload button to upload your CSV to Ambition.
File Upload Examples
Example Daily Totals File Format
*Metric Names found by clicking Data Format tab from within File Upload integration.
| date | metric_name1* | metric_name2* | |
| joey@freshwater.com | 2018-06-01 | 23 | 32 |
| agnes@goodman.com | 2018-06-01 | 11 | 84 |
Example Daily Totals File Format.
Uploading Multiple Days for One Account
| date | metric_name1* | metric_name2* | |
| joey@freshwater.com | 2018-06-01 |
12 |
2 |
| joey@freshwater.com | 2018-06-02 | 1 |
3 |
| joey@freshwater.com | 2018-06-03 | 33 |
9 |
Example Records Based File Format
| created_date | record_id | type | status | appointment_date | |
| joey@freshwater.com | 2018-06-01 8:23:11 | abc123 | appointment | completed | 2018-06-01 12:30:00 |
| agnes@goodman.com | 2018-06-01 8:25:30 | abc456 | call | completed |
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