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Bulk Upload Ended Goals via CSV

Anna
  • Updated

If historical goals exist in a different system and must be added to Lattice, admins can upload them using a CSV directly on the platform. The upload associates employees with their assigned goals using their unique email addresses as an identifier. 

Learn how to bulk upload active goals via CSV.

Before you start

  • Goals will be uploaded as ended. If you want to continue adding progress to these goals, upload them as active goals.
  • Historical goals will be considered unclassified when uploaded. If you want to classify the goals as objectives or key results, they must be reactivated after uploading.
  • If anything in the CSV does not match or if there is any error, none of these historical goals will be uploaded into the system. You will have to double-check the CSV and re-upload accordingly.
  • Lattice does not notify goal owners after a goal associated with them has been uploaded.

Upload Historical Goals

  1. Navigate to Admin > Goals > Settings.
  2. Under Import, select Import ended Goals.
  3. Select Download template to download the ended Goals template and complete it.
  4. Click Upload CSV and add the CSV.

The template uploaded into Lattice must meet the following requirements: 

  • Owner email: The goal owner's email address must match the user's current email address within Lattice.
    • Note: There can only be one goal owner for each goal when uploading. However, once uploaded, you can reactivate the goal and add additional owners.
  • Goal name: The title of the goal.
  • State: The state of the goal must be incomplete or complete.
  • Type: If the goal is a key result, the measurement type for the goal using the values binary, digit, dollar, or percent
  • Private: Whether the goal is private to only the goal owner and manager indicated by true or false values. Public goals are visible company-wide.
  • Start date: The date the goal started in ISO 8601 yyyy-mm-dd format.
  • End date: The date the goal is expected to end in ISO 8601 yyyy-mm-dd format.
  • Key results will need to be included as separate goals.

Next, learn how to reactivate an ended goal to make edits.

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