Today, admins can bulk create goals via a CSV, but previously were not able to bulk update their progress or status information. Now with the help of our internal teams, we will be able to support bulk updates for customers through a CSV upload.
Through a bulk upload, you will be able to update:
Key Result Status: The options to be entered in this field are, on-track, progressing, or off-track. (Note: if your organization has opted to modify these labels then the entries here must match those modifications.)
Key Result New Amount: This must be a numerical value. At this time we do not have the ability to bulk update goals measured by yes or no binary results.
Key Result Update Type: The options to be entered in this field are increment or total. This entry informs the update tool if the value placed in column AC is the new total or to be added to the existing total.
Key Result Comments: This is a text field that allows for commentary to be uploaded at the same time as the bulk amounts and status.
How the bulk update process works:
1. Navigate to the Goals Explore view and set filters to the parameters of goals you wish to bulk update.
2. Once you have your goal view set, click on the 'Export CSV' button
3. Your exported CSV file will now have new columns AB, AC, AD, and AE
4. Those four columns are the ones that will require information to be entered in order to do the bulk updating. As a reminder, the fields you can bulk update are: Key Result Status, Key Result New Amount, Key Result Update Type, and Key Result Comments.
5. Once the CSV is ready, please reach out to the Lattice Customer Care team who will be able to bulk upload the CSV on your behalf.