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Guide to populating Individual Goals Import template


Culture Amp can work with Performance enabled customers (specifically Performance Administrators) to bulk import your users' Individual goals on your Culture Amp account. 

We import the goals on your behalf in a formatted CSV file that has been prepared / populated by you, but to avoid possible problems with formatting, it is preferred that we receive the file in Excel format prior to us converting to CSV for import. 

 

Limitations

  • Only Individual goals can be imported in bulk.  It is not possible for us to import Company, Department or Team goals in bulk at this time
  • It is not possible to align Individual goals to Company, Team or Department goals during the import process. Alignments must be set on each goal within the platform after the import has been completed
  • It is not possible to assign additional goal owners during the import process

 

Import File Preparation

A template of the file with instructions can be found here (Google Sheet)

Column headers in file (description of values in parentheses below):

email (goal owner's email address) Must be an active user in your account
name (goal name)
description (goal description)
visibility (options: "owner", "manager", "everyone") Case sensitive, no quotation marks
individual_emails(emails for users with goal visibility of "individuals") Emails should be separated by a semicolon (;)

due_at (YYYY-MM-DD) Must be in this format
created_at (YYYY-MM-DD) Must be in this format
priority (options: 0, 1, 2 - see key below - defaults to 1 if left blank)
status (options:  "created", "ongoing", "blocked", "accomplished") Case sensitive, no quotation marks
completion (value between 0.0 and 1.0 (i.e. 0.65 = 65%) Must be only in increments of 5%. Only needs to be populated if no key results are added

key_result_1_title (key result title) It cannot just be number values
key_result_1_completion (value between 0.0 and 1.0 as per 'completion' above)

 

Additional key results can be added to the import by adding 2 additional columns and incrementing the key result number accordingly. Eg. 

key_result_2_title (key result title) It cannot just be number values
key_result_2_completion (value between 0.0 and 1.0 as per 'completion' above)

key_result_3_title (key result title) It cannot just be number values
key_result_3_completion (value between 0.0 and 1.0 as per 'completion' above)

Priority Key
0 = Low
1 = Medium
2 = High

 

Need further guidance / support?  Contact our Product Support Team and we'll be happy help!



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