Data Imports

The Data tab (labeled Data Upload History when viewing past files) is where you import progress or actual performance CSVs into a Data Bucket. Actual values feed Actual, Difference, and Percentage columns on Builder and power Target Trackers and Leaderboards.

This is separate from Targets (goals) and from Points Import (manual point batches).

Overview

From the Data tab you can:

• Upload progress CSVs mapped to Account Key and Category Keys
• Accumulate values across multiple imports (unlike targets, which replace)
• Review upload history with file name, date, and record counts
• Undo Import to remove a specific file’s contribution
• Map optional Remark columns when your bucket uses them

Where to find it

• Open a bucket: Data → Data Buckets → select a bucket
• Tab: Data
• Route: /databuckets/{programId}/databucket/{databucketId}

Prerequisites

• Admin role and an open Data Bucket
• Targets uploaded — the Upload New Data button stays disabled until targets exist
• Category Keys on Builder aligned with columns in your CSV
• Participants on file with Data Keys matching CSV Account Key values

If you see “You need to upload targets before you can upload any progress data”, complete a targets upload first.

CSV structure

Only columns you map—and that contain data for at least one row—are consumed for that import. Empty category columns can be skipped.

Example:

Account Key,Q1_Sales,Q2_Sales,Remark 1
DEALER001,38000,41000,West region
DEALER002,35000,39000,East region

Step-by-step

Upload progress data

1. Open the bucket → Data tab.
2. Click Upload New Data (available after targets exist).
3. Step 1 — Select CSV: upload your file. The alert notes the file will be imported and added to any previously imported data.
4. Step 2 — Map Data Bucket to CSV:
   • Map Account Key (required).
   • Map each Category Key column present in this file.
   • Map Remark fields if needed.
   • Use Edit Map / Save as on the Targets tab.
5. Step 3 — Import Actual Data: confirm matched vs unmatched counts. Download unmatched rows if needed.
6. Click Proceed with import.

After import, the file appears in Data Upload History with date, file name, and record count.

Review import history

The history table lists each progress import:

Use Builder → Import History (sidebar) to inspect per-participant values from a specific batch or view a point-in-time snapshot.

Undo an import

1. In Data Upload History, find the file to remove.
2. Click Undo Import (red undo icon).
3. Confirm—the file’s data is removed from the merged actuals.

Undo affects cumulative totals: Difference, Percentage, and points recalculate after you Save Data Bucket. Other imports remain.

How imports combine

Unlike targets, progress imports accumulate:

• Each file adds or updates values per Account Key and Category Key
• Multiple imports for the same participant and category sum numeric values
• Undo Import removes one file’s contribution only

The Builder preview and apps use the merged actuals through the latest import (or the selected history snapshot).

Matching rules

Same as Targets:

Unmatched rows are excluded from storage but reported at import time.

Tips and limitations

• Targets first — Always upload goals before progress data.
• Cumulative actuals — Plan file contents knowing values add across imports; use Undo Import to back out a bad file.
• Partial category updates — A file can include only some Category Key columns; unmapped or empty columns are not consumed for that import.
• Remarks — Optional; useful for audit notes visible in mapped data only if your workflow uses them.
• Save to publish — Imports update stored actuals immediately; sync linked apps and redeemable points by clicking Save Data Bucket.
• Demo programs — CSV upload is disabled on demo programs.

Related

• Data Buckets — Builder preview and save workflow
• Targets — Goal uploads (required first)
• Target Points Rules — Points from Target vs Actual
• Target Trackers — Member-facing tables
• Leaderboards — Rankings from bucket totals