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Bulk Upload Ended Goals via CSV

Anna Goryachikova
  • Updated
If you have historical goals saved in a different system and want to add them to Lattice, you can upload them using a CSV directly on the platform. The upload associates employees with their assigned goals using the unique email address 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 to add 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. Please note, 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.Screen_Shot_2022-04-25_at_1.43.19_PM.png

3. Select Download template to download the ended Goals template and complete.

The template you re-upload into Lattice must meet the following requirements: 

  • Owner email: The email address for the goal owner must match the current email address for the user within Lattice. Note: There can only be one goal owner for each goal when uploading. However, you can reactivate the goal and add additional owners within the platform once uploaded. 
  • Goal name: The title of the goal
  • State: The state of the goal must be incomplete or complete
  • Private: Whether the goal is private to only the goal owner and their manager using the values true or false. 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
goals_import_ended_example.png

4. Click Upload CSV and add your CSV.

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

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