Bulk uploading goals allows teams to migrate active (or historical) OKRs/goals written outside of Lattice into the platform. The upload identifies goal owners with their email addresses and automatically assigns them the goal. Lattice does not notify goal owners after a goal associated with them has been uploaded.
Before you start
Only Lattice admins and Goals admins can bulk upload goals.
The bulk upload only supports adding one goal owner per goal.
The bulk upload does not specify parent/child goals during the process. Therefore, admins must attach child goals to parent goals after uploading. Learn more in Cascading: Aligning Your Goal to a Parent.
If a field in the CSV does not match or there is an error, no goals will be uploaded into the system. Double-check the CSV and re-upload it accordingly.
Bulk upload active goals
Navigate to Admin > Goals > Settings.
Under Import, select Import active goals.
Select Download template to download the Goals template and complete. (To download, see below.)
The following fields are required:
Owner email: The email address of the goal owner.
Note: There can only be one goal owner for each goal when uploading
Goal name: The title of the goal
OKR Type: Whether the goal is an objective or key result.
Note: If the OKR type is objective, the Type column must say binary.
Type: If the goal is a key result, the measurement type for the goal using the values binary, digit, dollar, or percent
(Required if Type is digit, dollar, or percent) Progress amount: The current progress numerical value for the goal. Please don't include any symbols, such as $ or %
(Required if Type is digit, dollar, or percent) Goal amount: The goal numerical value for the goal. Please don't include any symbols, such as $ or %
Private: Whether the goal is private to only the goal owner and their manager using the values true or false
Start date: The date the goal started in yyyy-mm-dd format
End date: The date the goal is expected to end in yyyy-mm-dd format
Key results will need to be included as separate goals
Select Upload CSV to choose and upload the completed template.
Note: Active imports are limited to 500 per file upload.
Optional fields
Within the goals CSV, you can include the following optional fields:
Description: A description of what the goal is or what it is measuring
Starting amount: The starting numerical value for the goal (required if Type is digit, dollar, or percent)
Progress amount: The current progress numerical value for the goal (required if Type is digit, dollar, or percent)
Goal amount: The goal numerical value for the goal (required if Type is digit, dollar, or percent)
Priority: Priority of P1-P5 where P1 is the highest priority, whereas P5 is the lowest. Note: The values input must be numerical. I.e., "1" for P1 priority, "2" for P2 priority, etc.
Tag: Tag used for organizing goals. Note: The CSV upload will not accept multiple values for the Tag field.
Note: If you would like to include hyperlinks in the goal Description column, you can do so with the following format: [Hyperlink Text](Hyperlink URL). The text to display is in square brackets [], followed by the web link in parentheses (), with no space between the close bracket and open parenthesis. For example:
[Click Here](https://lattice.com) will show as Click Here
[https://lattice.com](https://lattice.com) will show as https://lattice.com
Next, learn how to align child goals to a parent.