Upload goals and OKRs to Perform & Engage 365 in bulk

Introduction

Required role: Super admin.

You can add a large number of goals and OKRs at a time via bulk upload to Perform & Engage 365. You can also use this feature to update existing goals and OKRs.

To add or update goals and OKRs in bulk, download a CSV template file, populate it with the relevant data, then upload the file to Perform & Engage 365.

Add goals and OKRs in bulk via file upload

1. Select the cog icon > Bulk Data Upload. The Bulk upload page opens.

2. Select the Goals tab.

3. Select the sample file link in the introductory text of the Goals section to download the CSV template file.

4. Populate the template file with the relevant information. For more information, see Populate the CSV template file.

5. Go to Upload the populated CSV file.

Populate the CSV template file

Populate the CSV template file with the relevant goal or OKR data, one goal or OKR per row.

The following fields are mandatory: 

• Scope. The level at which you want to create a goal or an OKR: organisation, department, team, or personal. For more information about goal levels, see this article.
• Title. The goal or OKR title. 
• Is OKR. Choose whether the item is a goal (FALSE) or OKR (TRUE).
• Public. Choose whether you want the goal or OKR to have the public (TRUE) or line of sight (FALSE) visibility. Line of sight means a goal is visible according to the hierarchy, for example, a team goal is visible only to employees from the team. Public means a goal is visible to everyone in the organization, if they filter and search for this goal or OKR.
• Auto Calculate. Choose whether you want (TRUE) to automatically update goal progress based on the progress of sub-goals or not (FALSE). 
• Start Date. The start date of the goal or OKR. The format is YYYY-MM-DD.
• End Date. The date until which you want the goal or OKR to be achieved. The format is YYYY-MM-DD.
• Unit. You can use different metrics for tracking the goal progress:
  • number means any number.
  • ISO 4217 currency codes (gbp, eur, usd). The list of currencies depends on the currencies you specified in Advanced Organization Settings.
  • binary. With this unit, a goal is either completed or not.
  • perc means percentage.

The following fields are conditionally mandatory: 

• Scope identifier (required for department, team, or personal goals and OKRs). The identifier depends on the goal or OKR level. For department goals and OKRs, the identifier is the department name. For team goals and OKRs, it's a manager's email address. For personal goals and OKRs, it's an employee's email address.
• Responsible person (required for organization and department goals and OKRs). The email address of the person responsible for updating the goal progress.
• Baseline (required for number, perc, and currency units). The baseline value (or starting number) from which progress measuring starts. The field is not actual for the binary unit.
• Target (required for number, perc, and currency units). The target value that determines when a goal is complete. The field is not actual for the binary unit.

The following fields are optional: 

• Description. The description of the goal or OKR.
• Parent Goal Weekly10 ID. If you want to align a goal or OKR with an existing parent goal or OKR, enter the parent goal or OKR ID in this field. To get the goal or OKR ID, contact Zensai Product Support.
  This option isn’t available for organization goals because these are placed at the top level of the goal hierarchy.
• Reference ID and Parent Goal Reference ID. These fields allow you to create the goal or OKR hierarchy within one CSV file. Let's say you're creating two goals: one parent goal and one child goal. If you enter the Reference ID for the parent goal and enter the same ID in the Parent Goal Reference ID field for the child goal, the child goal will be aligned to the parent goal after successful CSV file upload.
• Organisation Category. Categories help group goals and OKRs. You can enter only existing categories. You can view a list of existing organization categories when creating a separate goal or OKR.  

If you want to update an existing goal or OKR, provide the following field: 

• Weekly10. ID of an existing goal or OKR. To get the goal or OKR ID, contact Zensai Product Support.

   

Upload the populated CSV file

Follow these steps to upload the populated file.

1. To import the data, select Choose File.

2. Select the populated CSV file.

3. Select Upload.

If the populated file contains one or more errors, the upload will fail and no data will be imported.

Possible errors include the following:

• "Upload failed: Missing required columns: title". This message is displayed if the populated file is missing a mandatory column. In this example, the title column is missing.
• "Upload failed: Invalid column name: <column name> - Valid column names are [{{column names}}]." This message is displayed if the populated file contains an invalid column name, where <column name> is an invalid column name.

If the populated file contains the correct mandatory columns, the Bulk Upload Goals dialog opens. Here, you'll see detailed information about the number of goals in the file, the number of data errors, and the number of goals that will be created. For more information, see Review the data in Perform & Engage 365 before upload.

4. Once you've reviewed the data and you're ready to proceed, select Upload.

If the import is successful, you'll see a success message that shows the number of goals and OKRs that were created.

5. Check all goals and OKRs were created successfully. For more details about viewing goals and OKRs, see this article.

Review the data in Perform & Engage 365 before upload

You can review the data before uploading the populated file to Perform & Engage.

Follow steps 1 to 3 in Upload the populated CSV file. The Bulk Upload Goals dialog opens.

When the Bulk Upload Goals dialog opens, a pre-import validation process runs and any identified errors in the CSV file are shown automatically.

You'll see the following pre-import information:

• Processed. The number of rows (goals and OKRs) in the populated CSV file.
• Errors. The number of rows in the file that contain errors. There might be multiple errors for a single row. Cells that contain errors are highlighted. Hover over highlighted cells for more information about the errors.
• To be created. The number of new goal and OKR rows in the file that contain no errors, which corresponds to the number of goals and OKRs that would be created if you uploaded this file. Rows that contain errors aren't included in this number.
• To be updated. The number of existing goal and OKR rows in the file that contain no errors, which corresponds to the number of goals and OKRs that would be updated if you uploaded this file. Rows that contain errors aren't included in this number.

If the populated file contains at least one error, the upload will fail and no data will be imported. You'll need to resolve the errors in the CSV file before you can upload it.

With the Bulk Upload Goals dialog open, you can correct the errors in the CSV file, save it, then select Validate to rerun the pre-import checks. Alternatively, you can correct the errors in the CSV file, save it, then return to the Bulk Upload Goals dialog another time.

Use the navigation tools at the bottom of the dialog to switch between pages. At the bottom of the screen, you'll also see where you are in the list.