Objectives Bulk Upload
If you do not want to create hundreds of objectives and key results one by one, especially if they already exist somewhere else, use the bulk import option for Objectives. Goals administrators can import large numbers of objectives from an existing source to save many hours of manual entry work.
Prepare your Excel (XLSX) file
Template Link : https://docs.google.com/spreadsheets/d/1ihrSc2rbcnqfjNmbC-ehNYAcVvRfRYSWY-h4zezA4Zs/edit?usp=sharing
Objective Title
Required
Name of the Objective. Character Limit : 300
Growth: Achieve significant QoQ growth in customer transactions from xx to yy by zz while reducing CAC from $x to $y
Owner_Email_ID
Required
A valid email address of the Objective owner. It should be an existing user within the organisation.
Start_Date
Required
Start Date of the Objective Format Supported : YYYY-MM-DD. Please note that the start date should fall within the time period defined.
2022-07-01
Due_Date
Required
Due Date of the Objective Format Supported : YYYT-MM-DD Please note that the start date should fall within the time period defined.
2022-09-30
Description
Optional
Long description of the objective. A desciption can contain commas, line breaks as well as HTML links. Character Limit Allowed : 1024
Metric_Name
Optional
If your objective's progress is being measured using a metric, the name of the metric needs to be entered here. Character Limit Allowed : 24
#Transactions(in Mn)
Metric_Start_Value
Conditionally Required
Start Value of the Metric based on which progress will be calculated.
100
Metric_Target_Value
Conditionally Required
End Value of the Metric based on which progress will be calculated.
200
Teams
Optional
Add team names to which the objective needs to be linked. Please Note : Only teams added in the platform will be accepted in the upload.
Growth
Objective_Type (Company / Independent)
Required
For setting L0 Objective as company or independent. Values accepted : "Company" OR "Independent" - Personal not required. - Defined for Root Objective
TRUE
Business_Alignment
Optional
Add 1 Business theme from the options defined by the admins in the settings. Note: If business theme is disabled in the settings then these values will not be valid when importing the file.
Revenue
Weightage (%)
Conditionally Required
Allow objectives to have individual weightage to define relative importance. Values will range from 0 to 100. Note: If weightage is disabled in the settings then these values will not be valid when importing the file.
50
Visibility_Type
Required
One of the following settings: 1. Public 2. Protected 3. Custom 4. Public (OKR) Please Note : Parent Objective having Protected / Custom Visibility cannot have KRs having Public / Public (OKR) visibility.
Public
Custom_Visibility_User_List
Conditionally Required
It has to be a comma separated list of email_ids of members for whom you want the objective to be visible
Milestone_Date_1
Conditionally Required
Date for milestone 1
2025-03-31
Milestone_Value_1
Conditionally Required
Date for milestone 1
25
Understanding the Template Tree Structure
The bulk import template supports a parent–child structure for objectives and key results.
The first objective in a sequence is treated as the parent objective (Level L0).
Any objective listed directly below it (without skipping rows) is treated as its child objective or Key Result.
This structure allows you to build:
Company → Department → Individual objectives
Objective → Key Result hierarchies
Error Log File
If there are issues in the uploaded file:
Errors for each record are listed in the “Errors” column (the first column in the file)
Review the error message for the affected row
Correct the corresponding values
Re-upload the updated XLSX file
After Upload: How It Appears in the Product
Once the XLSX file is uploaded successfully:
Objectives and KRs are created exactly as defined in the template
Parent–child relationships are automatically established
(The sample image shows how the message will show up in the product after a successful upload.)
Last updated