Import Goals

Admins can bulk import Goals using a template.

Navigate to Admin > Goals > Dashboard.

1. Click the Overflow Menu Icon at the top right and select Goal Import.

Import Goals 2. Select Add New Goals to import new Goals and click Download Template.

3. Fill in the relevant Goal details and save.

4. Click Upload, select the template, and click Import.

Import Goals1

5. Click Next.

Note: Ensure all the import Goals template fields are mapped to the provided fields.

Import Goals2 6. To make any changes to the Goals data, double-click the cell and press Enter to save the changes.

7. Click Import.

Import Goals3

1. Click the Overflow Menu Icon at the top right and select Goal Import.

Import Goals 2. Select the Update Existing Goals and click Export.

Import Goals4 3. Click the Filter Icon to filter the Goals and select the Goals.

4. Select Show only Top Level Goals to export the Top Level Goals.

5. Click Preview & Export.

Note: Select the Goal Identifier checkbox to select all the Goals.

6. Preview the selected Goals and click Export.

Import Goals6 7. Update the relevant Goal details and save.

8. Click Upload, select your Goal template file, and click Import.

Import Goals7 9. Click Next.

Note: Ensure all the import Goals template fields are mapped to the provided fields.

10. To make any changes to the Goals data, double-click the cell and press Enter to save the changes.

11. Click Import.

Import Goals3

You can view the import history of the Goal and its details.

Navigate to Admin > Goals > Dashboard.

Click the Overflow Menu Icon at the top right and select Import History.

Import history