---
title: Import Goals
description: Admins can bulk import Goals using a template.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en)
3. [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#admin-tangerine-v2)

# Import Goals

Admins can bulk import Goals using a template. 

Navigate to **Admin \> Goals \> Dashboard**.

### **Add new Goals**

    1.    Click the **Overflow Menu ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Icon** at the top right and select **Goal Import**.

![Import Goals](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals.png?width=688&height=135&name=Import%20Goals.png)    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](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals1.png?width=688&height=336&name=Import%20Goals1.png)

    5.    Click **Next**.

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

![Import Goals2](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals2.png?width=688&height=131&name=Import%20Goals2.png)    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](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals3.png?width=688&height=227&name=Import%20Goals3.png)

### **Update existing Goals**

    1.    Click the **Overflow Menu ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Icon** at the top right and select **Goal Import**.

![Import Goals](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals.png?width=688&height=135&name=Import%20Goals.png)    2.    Select the **Update Existing Goals** and click **Export**.

![Import Goals4](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals4.png?width=688&height=175&name=Import%20Goals4.png)    3.    Click the **Filter ![](https://lh7-us.googleusercontent.com/5q6rNqfLRy2uX8iQJWFJIBggq_FVfuoYDJLOPYb2n0rZsaA_Fdp3AKDkzhhetl8MNZotkuiFhhdK8OHC44Hy9Fz6BVpdNJHeKV8BAdGMbq0mBilo8rIrK83TsP4uqn5HyYHaPSGMVcholqkhtZ15gQ) 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.*

*![Import Goals5](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals5.png?width=688&height=331&name=Import%20Goals5.png)*    6.    Preview the selected Goals and click **Export**.

![Import Goals6](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals6.png?width=688&height=211&name=Import%20Goals6.png)    7.    Update the relevant Goal details and save.

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

![Import Goals7](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals7.png?width=688&height=232&name=Import%20Goals7.png)    9.    Click **Next**.

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

*![Import Goals2](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals2.png?width=688&height=131&name=Import%20Goals2.png)*    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](https://help.engagedly.com/hs-fs/hubfs/Import%20Goals3.png?width=688&height=227&name=Import%20Goals3.png)

### **View Goals import history**

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

Navigate to **Admin \> Goals \> Dashboard**.

- Click the **Overflow Menu ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Icon** at the top right and select **Import History**.

![Import history](https://help.engagedly.com/hs-fs/hubfs/Import%20history.png?width=688&height=135&name=Import%20history.png)

 

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