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Importing Pathways (For Onboarding)

Learn how to import prebuilt Pathways in Equip to quickly set up skill development tracks during onboarding.

MaryGrace Flores avatar
Written by MaryGrace Flores
Updated over 4 weeks ago

πŸ“₯ Importing Pathways in Bulk

Setting up multiple pathways? Use Equip’s spreadsheet template to speed up the process.

*Contact the Equip team to import Pathways.

  • Fill out each row using the following columns:

    • pathway – Name of the pathway

    • step – Title of the step

    • description – (Optional) Notes or explanation for the step

    • code – Optional code used internally or for billing

    • position – Step order (1 for first, 2 for second, etc.)

    • price – If billable, enter the dollar amount (e.g., 100)

    • price_by – Unit of billing (e.g., hour, service)


Equip Tip: Import your Pathways to get started for your Equip training. You can always go back and add more laterβ€”this is only the beginning!

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