Importing Goals and IDPs
Import goals or IDPs in bulk from an Excel file, into an evaluation cycle or a touchpoint period. After the import, review the results window.
How do I import goals or IDPs into a cycle?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
In the Current Evaluation tab, select Add Cycle Goals or Add Cycle IDPs.
Choose Import cycle goals or Import cycle IDPs. You can download the template from the same option.
Select your Excel file in the file picker.
If you also see Import collective goals, you can use it to import company-wide collective goals into the cycle.
How do I import goals or IDPs into a touchpoint period?
If your organisation uses touchpoints, open Modules > Evaluation & Careers > Touchpoints, select the period and use Add Period Goals or Add Period IDPs. Then choose Import period goals or Import period IDPs.
What should I check before I import?
You are in the right cycle or period.
You chose the right import type, goals or IDPs.
The file follows the template, especially the item details and dates.
What happens after the import?
The results window shows COMPLETED or With Errors, and how many items were created, updated and failed (Goals Created, Goals Updated and Goals Failed, or IDPs Created, IDPs Updated and IDPs Failed). If there are errors, open each line to see the Messages and the Raw Data.
When you close the results window, the page reloads with the imported items. You can then manage them from the same goals or IDPs lists.