Catalyst — Bulk Import Prep

1Drop the tracker file

Drop Catalyst_Goals_Tracker.xlsm here, or click to select

Each tab is one client; row labels in column A define what each row means

2Review categorizations

How this works

Each unique row + label combination is listed once below, regardless of how many clients use it. Pre-suggestions come from row position and label keywords.

Rows marked ⚠ are flagged for review — usually because the label was ambiguous or appeared only once.

When you're happy, click Generate CSV. The CSV gets uploaded via the app's existing Bulk historical import — drop it in instead of the .xlsm.

Status	Row	Label (from Excel)	Clients	Periods	Total $	Category

3Done

Next: open the Catalyst app, log in as admin, go to Upload Data, and click 📦 Bulk historical import. Drop the CSV you just downloaded.