Organize Your Strategy – Using Import/Export for Bulk Updates

Import/Export allows you to download your list view into Excel, update multiple records quickly, and upload the changes back into ClearPoint—saving time and reducing manual data entry.

You can use Import/Export from the list view of any element type, including Objectives, Measures, Initiatives, Milestones, and Action Items.

Import/Export is designed for fast, large-scale edits. You can:

Your exported Excel file mirrors your current list view, meaning:

Are exactly what you’ll see in the export.

💡 Your export will include special locked rows and columns used for mapping during re-import.

When you open the exported file, you’ll notice:

These ensure any edits you make map correctly back to the right scorecard and element.
Do not modify these locked cells unless you're adding new rows (more on that below).

These rows tell ClearPoint which field each column represents.
⚠️ Do not change or delete these rows.

Any column without a gray background is editable.
Examples include:

💡 You may update as many of these values as needed.

You can modify any editable cell to update information for multiple elements at once.
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Examples:

💡 After making your edits, save your file and upload it back into ClearPoint.

Import/Export is one of the fastest ways to add many new elements at once.

To add new rows:

Example of when this is useful:

ClearPoint will validate:

💡 If errors exist, ClearPoint highlights them so you can correct and retry.

While Import/Export is powerful, ClearPoint Next also supports other bulk-edit tools:

Edit values directly in the list view—perfect for quick, small updates.

Select multiple elements and perform actions such as:

Quickly copy update information from one reporting period to another.

Import/Export is ideal for heavy-duty edits, but many smaller updates are faster directly in the app.