In Team GPS, you can save time by importing new manual KPIs and uploading KPI data in bulk using Excel. This article walks you through the full process, broken into two key parts:

  1. Creating Manual KPIs (individually or in bulk)

  2. Uploading KPI Data in bulk once the KPIs exist

⚠️ Before uploading any KPI data, the KPI must already exist in your Success Measures list. If it doesn’t, the import will produce errors where KPIs do not already exist.


Step 1: Create Manual KPIs (Individually or in Bulk)

Create Individually

To manually add a new KPI:

  1. Go to Admin Settings

  2. Expand the Organization section

  3. Click Success Measures

  4. Click the “+ New Success Measure” button and complete the form

Create in Bulk via Excel

To bulk upload multiple new KPIs:

  1. From the Success Measures screen, click the gear icon in the top right.

  2. Select Download Sample File

  3. Fill out the downloaded Excel file. Required fields include:

    • Name – Name as it will appear on scorecards

    • Frequency – Daily, Weekly, Monthly, etc.

    • Measure Type – Number, Percent, or Currency

    • Source – Optional reference (e.g., HubSpot, ConnectWise)

    • Who can edit – Either Manager & Admin or Employee, Manager & Admin

    • Tag – Optional categorization

    • Active – Set to TRUE or FALSE

  4. Return to the Success Measures screen

  5. Use the Import KPI Data button to upload the completed file

⚠️ This step only sets up KPIs in the system. It does not add any actual KPI values to scorecards yet.

Step 2: Upload KPI Data in Bulk

Once your KPIs are created, you can upload performance data for employees using Excel.

  1. Go to Admin Settings > Organization > Success Measures OR from the My Dashboard > Your Scorecard widget

  2. Click the Import KPI Data button at the top right

In the Pop-Up Window:

  • You’ll see an option to Download a Sample File. This shows the correct format.

  • You can also select recipients to receive an email summary of the import results. This supports multi-select.

Fill Out the Excel Template:

Each row represents one KPI value for one user on a specific date. Required fields:

  • Email – The employee’s email address

  • KPI Name – Must match an existing KPI in TeamGPS

  • Frequency – Should match the KPI’s configured frequency

  • Date – Date the KPI value applies to

  • Value – The actual numeric value to be recorded

Example Row:
johndoe@example.com | Daily Ticket Closure | Daily | 04/20/2025 | 4

Upload the File:

  1. Drag and drop your completed Excel file into the import pop-up

  2. Submit the upload

  3. Email recipients (if selected) will receive a summary detailing:

    • Number of records processed

    • Successes and failures

    • Any validation errors (e.g., unknown KPI names)

?Reminders & Best Practices

  • KPI names in your data upload must exactly match what’s in the system

  • Always upload KPI definitions before trying to upload data for them

  • Use the email summary feature to confirm successful uploads or troubleshoot issues

  • If you’re unsure why an import failed, check for formatting errors or mismatched names

If you have questions or run into issues, contact the TeamGPS Support team for help.