The ClearPoint Data Loader automates data imports and updates from external sources—helping you save time, reduce manual entry, and keep your Scorecards synchronized with other systems.
Whether you’re setting up new Scorecards or maintaining ongoing updates, the Data Loader ensures your data stays accurate, consistent, and up to date.
What Is the ClearPoint Data Loader?
The ClearPoint Data Loader is a companion application that lets you import data directly into your ClearPoint account from Excel, CSV, or SQL databases.
You can upload:
Quantitative data (e.g., Measure values and series data)
Qualitative information (e.g., Analysis and Recommendations)
Strategic elements (e.g., Objectives, Measures, and Initiatives)
The Data Loader supports both manual and automated updates, allowing you to:
Schedule uploads at defined intervals
Watch specific folders for file updates
Automatically push changes to ClearPoint when data files are modified
💡 Available for all plan levels, with automation features expanded by tier.
Why It Matters
Data Loader makes it faster and easier to manage performance data in ClearPoint—no coding or advanced setup required.
Save time: Avoid repetitive data entry when uploading or updating scorecards.
Reduce errors: Automated uploads minimize manual mistakes in reports.
Increase flexibility: Supports multiple file types and direct SQL connections.
Enable real-time sync: Folder-watching ensures ClearPoint reflects the latest data.
For new users, it streamlines the import of existing spreadsheets into ClearPoint.
For existing users, it automates recurring updates, freeing time for analysis and strategy.
📊 Spend less time maintaining data—and more time using it.
How It Works
The ClearPoint Data Loader uses a mapping system to match spreadsheet or database columns to fields in ClearPoint.
You can:
Auto-map columns based on matching names
Manually map fields for greater control
Preview changes before running updates
Reuse saved mappings for recurring updates
Upload Options:
Manual Upload: Run imports directly from the Data Loader interface.
Scheduled Upload: Define recurring intervals for automatic imports.
Watched Folder: Automatically upload when a file changes in a designated directory.
Each upload can:
Update existing elements
Create new ones
Modify series and qualitative fields
💡 The Data Loader shows a preview of all changes before applying updates, highlighting new or modified elements.
Key Features
Feature | Description |
Excel, CSV, and SQL Imports | Connects directly to spreadsheets or databases. |
Auto-Mapping | Matches fields automatically to save time. |
Scheduling | Runs updates at regular intervals. |
Watched Folders | Automatically uploads when files change. |
Preview Before Upload | Review all changes before applying. |
Reusable Packages | Save mappings for recurring data updates. |
Where to Find It in ClearPoint
From the left navigation, go to Automation > Data Integrations.
Select Data Loader.
Click Download to install the ClearPoint Data Loader on your computer.
Log in using your API Keys from System Setup > Standard Features > Data Loader.
📘 See our article on “Data Loader” for setup instructions.
Once installed, the Data Loader connects directly to your ClearPoint environment for seamless data management.
Plan-Level Capabilities
Plan | Features Included |
Basic | Create and import new elements and Scorecards. |
Professional | Schedule updates and automate Measure series uploads. |
Enterprise | Full automation: qualitative updates, watched folders, and advanced monitoring. |