Bulk Metric Entry
To start uploading a report for metric entries in bulk, you’ll need to go to your list of metric definitions by doing to the Data side nav and then the Metrics tab.
From here, you can see a new upload button next to any metric definition that is report-based (see image below with highlighted upload button on the 2nd to last row).
Clicking on the upload button here will bring up the flow for uploading metric entries in bulk. The first step will ask you to click and drag or click to upload for excel. The uploader also accepts CSVs.
On the top right of this screen is a download button that allows you to download the template. The template includes columns for:
Value
Occurred At
A column for each property that the metric uses
After ensuring the data is correct in the excel/csv you can upload the file and click the Upload button to be brought to the 2nd screen - File Configuration. This screen will ask 2 (or 3) questions.
The first question is determining whether in the excel spreadsheet, if each row of data is an entry of data (ie, each row = 1 sale of a margarita).
If this is the case, simply select yes
If this is not the case, then ensure your excel/csv has a column that expresses a number of entries (ie, column 3 is expressing a number that represents how many margaritas were sold)
The second question is determining whether the spreadsheet has a column that expresses a date that the metric entry occured.
If your spreadsheet does not have a column with entry dates (ie, this margarita was sold at this date/time), then select No, I’ll Assign a Date
If your spreadsheet does have a column for entry dates, then select yes.
A third question will be asked if you selected No to question 2, and this will be a date picker question for you to indicate what date the metric entries occurred at.
Once you answer these questions and click Next you will move to the final step which is the data mapping. Here there are a few pieces of functionality:
Automap: Clicking the magic wand button in the top right will do an automapping of fields for you, wherein based on set criteria, the app will make a best guess at the correct mappings.
Ignore Header: Clicking this button will make it so that, if your excel doc did not have a header row (ie, a row that indicates what each column is), then the app will know to treat that first row as data to be imported. See an image below for what happens when you mouse over the Excel Column with the Ignore Header flag checked and not checked.
Overwrite Occurred At: This checkbox will allow you to toggle on/off the date mapping field. Effectively this is the same as going back to the previous step and changing your answer from question 2.
Destination Field: Clicking here will provide a dropdown of all available fields in SocialCrowd to map this excel column to. See an image below for how we distinguish between standard fields like Name verses org-specific property fields.
Clear All: Clicking this red broom button will clear any field mappings you currently have set on the screen.
Analyze Import: Clicking this button will begin analyzing the document to take you to the next step. This will NOT important or update any members yet.
Once you click Analyze Import, the app will begin analyzing the data, checking for duplicates, and working to provide you a summary before you confirm to upload/update your records.
How Duplicates Are Detected:
To be considered a duplicate, the two duplicate metric entries must:
Match with an existing org
Be the same metric definition
Have the same value
Have the same occurred at time*
All of its property values its using match
Duplicates are detected in metric entries from the app, as well as in the spreadsheet. This means that if you have 2 duplicates within the same spreadsheet, those will be detected, and likewise, if your spreadsheet has a duplicate with a metric entry in the app - those will also be detected.
*time is only as specific as the user data being entered. This means if you only put “2/2/25” for both metric entries then there is a higher risk of them being duplicates versus putting “2/2/25 08:45:07”
Once this step is done, a summary screen will display. See the image below for this summary screen.
On this screen you will notice that if a duplicate is detected the app will indicate how many were detected and give you the option to import the duplicate record. This will be unchecked by default. Once you click proceed to import the app will then finalize adding the metric entries to SocialCrowd.