Who is this article for?

Users who prefer to import KPI data in bulk instead of entering data individually.

Administrative permissions are required to access the module setup.

This article explains how to import KPI data in bulk at the location level. Using this method reduces manual data entry time and minimises errors, helping users manage large datasets more efficiently.

1. Enhancing performance management with bulk location-level imports

1. Navigate to Setup.
2. Select Module Setup.
3. Choose Performance Management.

4. Click Manage Data Imports.

5. In the KPI data by location section, click the Excel icon to download the import template. Complete all required fields in the template.
6. Click Import.

7. Upload the completed template.
8. Click Import to submit the file.

9. A confirmation message will appear indicating that the file has been uploaded successfully.
10. Click Ok to proceed.