> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/program-library/target-skills/import-programs.md). # Import Programs **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-04-29)\ **Audience:** Super Admin ## What This Section Covers This material covers how to import Target Skills in bulk with the provided template. ## Before You Start * You must have permission "View target skill list". * You must have permission "Import target skills". * You need the current import template file before completing the import. * Your spreadsheet must match the required format used by Compassly. * Bulk import behavior can depend on existing Domains, Subdomains, and naming rules in your workspace. ## Where To Start 1. Sign in to Compassly. 2. In the left navigation menu, select ***Program Library***. 3. In the left navigation menu, select ***Target skills*** from the dropdown menu under ***Program Library***. ## Available Actions 1. **Download an import template for uploading multiple Target Skills at once.** * In the uppermost right corner of the page, click on the button that has a download icon (an arrow pointing down towards what looks like a little tray). This should trigger a small dropdown menu. Select the option "Download import template", and the template should start downloading. ![](/files/XNivhB5dbOGt9HyXXMCs) ![](/files/2s6ppPYMacMFXwQB0Jib)\ *Figure 1 - 2. Target SKill List page with emphasis on download navigation and the success notification for downloading the import template.* 2. **Fill out the import template with all the Target Skills (and what details you can)** * Unless you deliberately downloaded your file to a different location, your import template should be available under the Downloads folder on you computer (this guide will not cover phone usage). Open the file and you should seem a table with instructional text in the top row, followed by a series of empty rows below it. Using the instructions provided, fill out as many Target Skills as you desire in these empty rows. If the number you are trying to import exceeds the number of rows with grey borders, no worries. You can add beyond the visible boundary point. * Keep in mind that trying to upload Target Skills with the same name as those that already exist in the Program Library will result in those Target Skills being omitted from the upload, even if the descriptions are different. ![](/files/X2DfDcEHYkO4AWuRJrmK)\ *Figure 3. Example of the import template.* 3. **Upload multiple Target Skills using the import template.** * Having filled out the downloaded import template, you can now import the file back into the Program Library. Assuming that you did not close your Compassly tab on your browser (if you did, see "How To Get There" section to return to the appropriate page) return to the Target Skill List and select the blue "Import programs" button in the uppermost right corner of the page. This will open a dialog box prompting you to select the file for import. Either drag the file into the dash-line box, or click on the dash-line box to open your file explorer and navigate to the desired file. Once selected, the name of the file uploaded should be visible in the dash-line box, and the number of entries validation for import should appear below it. Ensure this number matches what you intended to upload (If not, you'll need to cancel the process, then go back into your import file to fix the issue), and then click the "Upload" button to finalize the import. Notifications will pop in the lower left corner of the page to confirm your results, or inform you of any duplicates that already exist. ![](/files/0EAHhi964YTzbDOTDl8D) ![](/files/YunGEVQGG9ubRVgmNker)\ *Figure 4 - 5. The dialog box that opens after clicking "Import programs", and the results of selecting a file for upload.* ![](/files/muXpsmd5j7WDCIyIUuYP) ![](/files/Us9I4vtKq7DMSBdzXa50)\ *Figure 6 - 7. Notifications you might see after an upload.* 4. **Download select entries from the Target Skill List based on filtering.** * In the uppermost right corner of the page, click on the button that has a download icon (an arrow pointing down towards what looks like a little tray). This should trigger a small dropdown menu. Select the option "Download report in XLSX" or "Download report in CSV" (whichever you prefer), and the file type will start downloading all the visible entries in the list based on current filter settings. If no filters are active, the entire Target Skill List will be added to the file downloaded. A notification will display in the bottom left corner of the page informing you of the download, and its subsequent success. ![](/files/jzuMPJxWxgoggdsWkPtO) ![](/files/zIhxirp4r2LmJ0dxTpiG)\ *Figure 8 - 9. Notifications you will see after downloading Target Skills into a file.* ## Role Differences * ***Super Admin:*** Will be able to import multiple Target Skills. * ***Admin / Supervisor / Clinician / Basic:*** Does not have access to import multiple Target Skills. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Download an upload template for Target Skills * Fill out an import template for MTarget Skills * Upload an import template for Target Skills * Download a selective list of Target Skills in either an XLSX or CSV format ## Related Guides * [Target Skills](/compassly-docs/core-modules/program-library/target-skills.md) * [View Target Skill List](/compassly-docs/core-modules/program-library/target-skills/view-target-skill-list.md) * [Add New Target Skill](/compassly-docs/core-modules/program-library/target-skills/add-new-target-skill.md) --- # Agent Instructions This documentation is published with GitBook. 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