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.

Only the Goals Admin will have access to this feature.

How to bulk upload Objectives?

Prepare your Excel (XLSX) file with the below instructions :

Template Link : https://docs.google.com/spreadsheets/d/1ihrSc2rbcnqfjNmbC-ehNYAcVvRfRYSWY-h4zezA4Zs/edit?usp=sharing

You can create objectives across multiple levels

Fields	Requirement	Notes	Format Example
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.	[e-mail]
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	https://docs.google.com/spreadsheets/d/1ihrSc2rbcnqfjNmbC-ehNYAcVvRfRYSWY-h4zezA4Zs/edit#gid=1865320266
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_Type	Conditionally Required	One of the following types (default) : 1. Percentage 2. Number 3. Time 4. Currency Note : Admins can enable new metric types in the settings	Number
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)	Optional	For setting L0 Objective as company or independent. Values accepted : "Company" OR "Independent" - Personal not required. - Defined for Root Objective	TRUE
Business_Alignment	Conditionally Required	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	Optional	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	[e-mail],[e-mail],[e-mail]

Understanding the template tree structure

1. The following objective distribution is establishing a parent-child/Objective-Key result structure on the product.

2. The column ahead will be the parent, with level L0. Skipping a row would be the child's objective.

3. The photo proceeding is a representation of the product once these goals have been uploaded.

Errors

Pop-up displayed in case of errors found in the file

Error log file

All the errors for each record would be found in the "Errors" Column (First Column). Update the corresponding values based on the errors and re-upload.

Error log

If all the conditions in the uploaded XLSX file are met then you will see the below modal

Email sent to the uploader on successful upload