Users who have permission to modify scorecard structure can now import scorecard items from a spreadsheet directly inside of Spider Impact. To start, just click on the “Import Scorecard Items button on any tab in the Scorecards section.
Or, if your organization doesn’t have a scorecard yet, you can click on the “Import Scorecard Items” button in the navigation pane.
This opens a dialog where you can upload your spreadsheet. You can also download an example file showing what your spreadsheet can look like.
Finally, Spider Impact can easily export existing scorecard items in exactly this format so you can import it to another organization, or modify your data to be re-imported. This is covered in the Exporting Scorecard Import File article.
If your columns have the same names as their corresponding scorecard item fields, the software will automated add the correct labels. Otherwise, you’ll need to drag and drop the column labels to correctly match the columns.
You can import an entire scorecard, or you can import just a few scorecard items at a time. In this example the “improve customer satisfaction” objective is selected when we click the “import scorecard items” button, so everything we import will be created underneath that.