Bulk Data Entry

Enter data for multiple metrics at once

Last updated: December 20, 2024

Bulk Data Entry

Enter data for multiple metrics efficiently with bulk entry features.

Spreadsheet View

  • Go to Data Entry
  • Click Spreadsheet View
  • See all metrics in a grid
  • Enter values directly in cells
  • Tab between cells
  • Save all at once
  • Copy-Paste from Excel

  • Copy data from Excel/Google Sheets
  • Click in the first cell
  • Paste (Ctrl/Cmd + V)
  • Values populate automatically
  • Review and save
  • Import from File

  • Click Import Data
  • Upload CSV or Excel file
  • Map columns to metrics
  • Preview the import
  • Confirm and import
  • File Format

    Your file should have:

    • Period column (dates)
    • One column per metric
    • Headers matching metric names

    Bulk Actions

    • Fill Down: Apply one value to multiple periods
    • Copy Period: Duplicate values from another period
    • Clear: Remove values for selected metrics

    Best Practices

    • Double-check before bulk save
    • Use preview to verify imports
    • Keep source files for reference
    • Import during off-peak hours for large datasets

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