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How to Upload Historical 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.  
 

Before you start

Goals will be uploaded as ended. If you want to continue to add progress to these goals, they will need to 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

Step 1: Navigate to Admin > Goals > Settings.

Step 2: Under Upload historical goals from CSV, click Upload Goals.

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Step 3: Download template.
This template will help you format your Goals correctly and upload these historical Goals into Lattice. The template you re-upload into Lattice must meet the following requirements: 

  • The email address for the goal owner must match the current email address for the user within Lattice
  • The "state" of the goal must be "incomplete" or "complete"
  • The "type" of Goal must be "binary", "digit", "dollar", or "percent"
  • If "digit", "dollar", or "percent", the goal must have starting amount, progress amount and goal amount
  • Private must be either "true" or "false". Private Goals are visible only to the owner and their manager. Public Goals are visible company-wide
  • Dates must be in ISO 8601 formatting (YYYY-MM-DD)
  • Key results will need to be included as separate goals

Step 3: Click Upload CSV and add your CSV.

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