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Bulk Upload Active Goals via CSV

Dianmarie De Jesus
  • Updated

Bulk uploading goals allows teams to efficiently migrate active (or historical) OKRs/goals written outside of the platform and into Lattice and manage them faster. The upload associates employees with their assigned goals using the unique email address as an identifier.  

Before you start

  • Only Lattice admins can bulk upload goals.
  • The bulk upload does not allow group goal owners and only supports the bulk upload of single goal owners.
  • The bulk upload does not specify parent/child goals during the process. Therefore, admins will need to attach child goals to parent goals after uploading. Learn more in Cascading: Aligning Your Goal to a Parent.
  • If anything in the CSV does not match or if there is an error, no goals will be uploaded into the system. You will have to double-check the CSV and re-upload accordingly. Please note, that Lattice does not notify goal owners after a goal associated with them has been uploaded.

Bulk upload active goals

  1. Navigate to Admin > Goals > Settings. 
  2. Under Import, select Import active Goals.
  3. Select Download template to download the active 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. 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
      • 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
  4. 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 Type is digit, dollar, or percent)
  • Progress amount: The current progress numerical value for the goal (required Type is digit, dollar, or percent)
  • Goal amount: The goal numerical value for the goal (required Type is digit, dollar, or percent)
  • Priority: Priority of P1-P5 where P1 is the highest priority whereas P5 is the lowest
  • Tag: Tag used for organizing goals

Next, learn how to align child goals to a parent. 

 

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