Goals (New)
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      3. Goals (New)

      Import Goals

      The import goals option allows the admin to bulk import new goals and existing goals through an import goals template. Admin can import goals by downloading the import goals excel file and filling in the relevant goal details on it. 

      To Import Goals:

      Add New Goals

      Step 1: Navigation to Admin > Goals > Dashboard.

      Step 2: Click the Overflow Menu Master_Component-12.png Icon and select Goals Import.1.png

      Step 3: Select Add New Goals to bulk import new goals and click Download Template.2.png

      Step 4: Open the downloaded import goals template file, enter the relevant goal details, and save & close the file.

      Step 5: Click Upload to upload the import goals template file and click Import.3.png

      Step 6: Click Next if all the fields are mapped.4.png

      Note: Make sure all the fields in the import goals template file are mapped to the fields provided by Engagedly.

      Step 7: Validate all the data and confirm. To make any changes to the goals data, double-click the cell, and click outside the cell to save the changes.

      Step 8: Click Import to import the goals.5.png

      Update Existing Goals

      Step 1: Navigation to Admin > Goals > Dashboard.

      Step 2: Click the Overflow Menu Master_Component-12.png Icon and select Goals Import.
      1.png

      Step 3: Select Update Existing Goals and click Export to export the existing goals.1.png

      Step 4: Select the goals from the goals list and click Preview & Export.
      2.png

      Step 5: Preview the selected goals and select Export to export the goals.
      3.png

      Step 6: Open the downloaded import goals template file, and update the relevant goal details.

      Step 7: Save and close the file. 

      Step 8: Click Upload to upload the import goals template file and click Import.5.png

      Step 8 : Click Next if all the fields are mapped.
      6.png

      Note: Make sure all the fields in the import goals template file are mapped to the fields provided by Engagedly.

      Step 9: Validate all the data and confirm. To make any changes to the goals data, double-click the cell, and click outside the cell to save the changes.

      Step 10: Click Import to import the goals.7.png