Why did imported goals or Individual Development Plans (IDPs) not appear or update as expected?
A goals or IDP import is all or nothing: if one line fails, nothing from that file is saved. Read the result window, fix every reported line, and import the whole file again.
Read the import result first
When the import finishes, the result window shows counters and a list of errors:
Goals: Goals Created, Goals Updated and Goals Failed.
IDPs: the same counters for development plans (IDPs Created, IDPs Updated, IDPs Failed).
Errors: one entry per problem, with the line number and the message. In the current version of the evaluation pages, the window also shows whether the import finished as COMPLETED or With Errors, and the Raw Data of each failed line.
Why nothing was created although most lines were correct
The file is validated as a whole. If any line has an error, the import stops and no line is saved, including the correct ones. This is why an import can report errors on two lines and still create nothing.
Do not remove the failed lines and import only the rest unless that is what you want: fix every line listed in the errors, then import the complete file again.
Duplicates
A line that repeats a goal that already exists is reported as an error, but it is not added to the failed counter. Check the error list, not only the counters.
Common line errors
Dates outside the cycle: when you import into a cycle, goal start and end dates must fall within the cycle's start and end dates.
Minimum or target value rejected: if the import rejects values written with a percent sign, write the number only (for example, 80 instead of 80%).
User "…" not found: the value in the EMAIL column must be the email of an existing platform user.
Team not found for user or Manager not found for user: the user exists but has no team or no manager in the platform. Correct the user's team or manager first, then import again.
The import succeeded but I can't find the goal
Open the user's record in the same cycle or period you imported into.
Check the goal type: a team goal is shown through the team, not as an individual goal.
Check the goal status. Archived goals are not listed with active goals.
Check that the user is inside your organisational scope as an administrator.
When should I contact Support?
Contact Support when the result window reports a line as created or updated and the item cannot be found, or when a line keeps failing with a message you cannot act on. Include the cycle, the time of the import, the counters shown, the line number, and the exact error message. Do not send the file with personal data unless Support asks for it.
Related articles
Importing Goals and IDPs: the standard import process.
How do values, percentages, and dates work in goals?: accepted formats and date windows.