Skip to main content

Bulk Upload Active Goals via CSV

Dianmarie
  • Updated

Bulk uploading goals allows teams to migrate active (or historical) OKRs/goals written outside of Lattice into the platform. The upload identifies goal owners with their email addresses and automatically assigns them the goal. Lattice does not notify goal owners after a goal associated with them has been uploaded.

Before you start

  • Only Lattice admins can bulk upload goals.
  • The bulk upload only supports adding one goal owner per goal.
  • The bulk upload does not specify parent/child goals during the process. Therefore, admins must attach child goals to parent goals after uploading. Learn more in Cascading: Aligning Your Goal to a Parent.
  • If a field in the CSV does not match or there is an error, no goals will be uploaded into the system. Double-check the CSV and re-upload it accordingly. 

Bulk upload active goals

  1. Navigate to Admin > Goals > Settings. 
  2. Under Import, select Import active goals.
  3. Select Download template to download the 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.
        • Note: 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. 

 

Related articles