Upload Data via CSV
The file must be formatted as a .csv (not XLS) OR .json
The file must contain the headers laid out in the Data Format.
The file may contain multiple dates per employee.
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. Ensure that the .csv OR .json file about to be uploaded contains all the Required Fields.
It's important to note that either CSV or JSON formatted files can be utilized, but a single integration cannot receive both formats.
Click the Data Format tab if you need to verify the integration's file format.
6. Click the blue Choose File button. Select the CSV or JSON file to be uploaded.
7. Verify seeing the correct file name chosen to be uploaded, and click the green Upload button to upload your file 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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