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Jennifer_T_2024's avatar
Jennifer_T_2024
Copper Contributor
Jan 12, 2024

Bulk import of Excel template of OKRs into Viva Goals

In Viva Goals, it states that you can bulk import OKR's using an Excel template that downloads.

You cannot make any changes to the template (no renaming or moving columns etc.), just add data. Which I did, but it keeps failing, but it doesn't tell me why it fails or how to fix it. 

I even added data that was supposed to be "optional". I also ensured that I have the Excel Integrations downloaded. I confirmed how the file format was saved.

 

Could it be that in the Excel template, the Item Type sheet (Objective, Key Result, Project) has different naming properties then what is showing in the trial version that I am using? Under the Admin Dashboard > Custom Terminology, it reads, OKR, Objective, Key Results and Initiative. Could this effect my import?

Any help would be much appreciated. Using the OKR template would be very beneficial. Thank you.

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