What spreadsheets can I upload?
CSV or Excel, one row per person per period, no template. What the importer looks for, what it skips, and how recurring files are recognized.
- Audience
- For managers & admins
- Last updated
- Updated
The Data page (Organization → Data) accepts .csv, .xlsx and .xls files, one at a time. There is deliberately no template: the point is to use the report your systems already produce.
Shapes that work
- A column per metric —
Rep, Week, Calls Made, Deals Closed, Revenue. The most common export shape. - A metric-name column beside a value column —
Person, Period, Metric, Value. Long-format exports from BI tools. - Org-wide numbers with no person column —
Month, NPS, Responses. Registered as an Org-wide dataset and usable on organization goals. - Event logs — one row per call, ticket or sale rather than one per person per period. miviva notices and asks how to summarize it (count per person per week, sum of a column, …). Pick once; files like it are summarized the same way from then on.
What the importer does with a file
- Recognizes whether this is a feed it has seen before, by the shape of the file — not the filename.
- Maps columns to fields. Renamed headers (
Revenue→Revenue ($)) are learned as aliases of the same field. - Normalizes values: currency strings like
$8,450, percentages, dates in several formats. - Matches the person column to people in your organization by full name.
- Loads the values and writes the result card and the Upload history row.
Who can upload
Managers and admins. A manager can only load numbers about people in their own reporting chain — see Who can see whose numbers?.
Still stuck? Email admin@miviva.dev and a person will help.