How to upload goals using CSV files

You can upload your business goals to StoreHero using a CSV file. This allows you to set targets for revenue, expenses, and other key metrics across multiple months.

CSV File Format Requirements

To ensure your CSV file uploads successfully, follow these formatting guidelines:

• Column headers: Use lowercase three-letter month abbreviations (e.g., "oct", "nov", "dec", "jan")

• No date formatting: Avoid including full dates or special formatting in column headers

• Remove empty columns: Delete any columns that contain no values, such as operational expenses or net profit columns with blank data

• Clean data only: Remove any rows or sections that aren't part of your core goals data (e.g., Klaviyo forecast rows if not needed)

Common Upload Issues and Solutions

System not recognizing data

If the system shows that it can't recognize your data:

1. Check that column headers follow the correct format (lowercase, three-letter abbreviations)

2. Remove any empty columns or rows with no values

3. Ensure there are no extra sections or data types that aren't part of your goals

Empty columns causing errors

The system may have trouble processing CSV files with empty columns. If you have columns for metrics like "operational expenses" or "net profit" that contain no values, remove these columns entirely from your CSV before uploading.

After Successful Upload

Once your goals are successfully imported, you'll be able to:

• View your uploaded goals in the system

• Monitor month-to-date pacing against your targets

• Track performance across the months you've set goals for

If you continue to experience issues with your CSV upload, try creating a simplified version with only the essential columns and data to identify any formatting problems.