The Import Goals feature allows administrators to bulk upload employee goals using a CSV file. This streamlines goal creation and ensures consistent formatting when managing goals at scale.
Accessing Goal Import
Navigate to the Goals section
Select Import Goals
The Import CSV modal will appear
This modal allows administrators to configure file formatting before uploading.
1. Select Date Format
Choose the date format used inside your CSV file.
Available Formats
MDY (Month / Day / Year)
DMY (Day / Month / Year)
YMD (Year / Month / Day)
MYD
DYM
YDM
The selected format must match all dates inside the CSV file, including:
Goal Due Dates
Key Result Due Dates
Incorrect date formatting may cause validation failures during import.
2. Select Delimiter
Choose the separator used within the CSV file.
Supported Delimiters
Comma (,)
Semi-colon (;)
Pipe (|)
Caret (^)
Tab
The delimiter selected in the modal must match the delimiter used in the uploaded file.
Uploading the File
You can upload the CSV file in two ways:
Drag and drop the file into the upload area
Click Browse to select the file manually
Sample CSV Breakdown
The downloadable sample CSV includes multiple examples demonstrating different goal configurations and Key Result types. Each row in the file represents a single goal assigned to an employee.
The sample demonstrates:
Goals with and without Key Results
Public and Private goal visibility
Different Key Result measurement types
Goal and Key Result weighting structures
Proper formatting for dates, metrics, and ownership
Validation Includes:
Required fields present
Valid employee email addresses
Correct date formatting
Valid delimiter structure
Supported Key Result types
Proper numeric values for weights and targets
Import Results
After upload:
Successfully imported goals are created automatically
Validation errors are displayed with row-level feedback
Failed rows can be corrected and re-uploaded
Key Notes
Goal titles and descriptions have a maximum character limit of 250 characters
Key Result titles and descriptions also have a maximum character limit of 250 characters
Weight is number/integer can be a decimal (one digit)
If a Key Result uses the NUMBER type:
The Metric field is required
The Number field must contain a valid numeric target value
Ensure date formats in the CSV match the selected date format during import
Employee email addresses must match existing users in the organization
Goals can be imported with or without Key Results
Each goal supports up to five Key Results
Visibility* values must use supported options and are case sensitive:
PUBLICPRIVATE
Invalid rows will fail validation and must be corrected before re-uploading
Using the downloadable example CSV is recommended to ensure proper formatting before import