How to Use Goal Import

In this article: 

• Overview
• How to Import Pre-Existing Goals
  • Download a sample file
  • Upload and validate the file
  • Run the import
• Troubleshooting 

Overview

Goal Import enables you to seamlessly migrate your existing goals into Quantum Workplace, ensuring a smooth transition.

In this article, you’ll learn how to import your goals using a downloadable template and troubleshoot any potential issues along the way.

How to Import Pre-Existing Goals

To sync existing goals, you'll need to:

• Download Sample File
• Upload and Validate File
• Run Import & Done

Download Sample File

1. Navigate to the Goals dashboard under Administration and select "Import".
2. Click "Download Sample" to access the pre-made template.
3. Locate and open the downloaded CSV file. 

Upload and Validate File

1. Next, enter your previous goal data into the CSV file, matching each value to the corresponding columns defined here, then save.
2. In Quantum Workplace, click "Next", then "Browse", and select your recently saved file to upload. 
3. Click "Upload and Validate". 

Run Import

1. Once the file is validated, run the import by clicking "Create x Goals".
2. If you have more goals to import, select "Import Another File" and restart the process. Otherwise, you're all set.

Goal Fields

• 🔒 UniqueID – Unique identifying code for each goal.

• AlignToUniqueID – Use this to nest smaller goals under a parent goal.

• 🔒 UserIdentifier – The goal owner's username or employee ID.

• 🔒 Name – The title of the goal.

• Description – A short summary of the goal’s purpose.

• Type – One of: organizational, organization, developmental, development, personal, individual, or team.

• Privacy – Choose public (visible to all) or restricted (visible to owner, contributors, and admins).

• 🔒 Start – The goal’s start date.

• 🔒 Due – The anticipated completion date.

• 🔒 Completed – The actual completion date.

• OnTrackStatus – Optional status: OnTrack, AtRisk, or OffTrack.

• Tags – Searchable terms to categorize goals.

• Category – Admin-created category name (must already exist in Quantum Workplace).

• Contributors – People sharing responsibility for the goal.

• Followers – Users who will receive updates on progress.

• IsPerformanceGoal – Accepts: Yes, No, 0, 1, true, or false.

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Key Result Fields

Each goal can have up to three associated key results.

• 🔒 Name – What you’re measuring.

• 🔒 Type – Unit type: percentage, percent, numerical, number, complete/incomplete, complete, financial, dollar, usdollar.

• 🔒 StartingProgress – Starting point (e.g., 0, 5%, $0).

• 🔒 CurrentProgress – Current status (e.g., 35%, $100,000).

• 🔒 TargetProgress – Final target (e.g., 100%, $1,000,000).

• OnTrackStatus – Optional: OnTrack, AtRisk, or OffTrack.

• 🔒 UserIdentifier – Owner of the key result.

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Accepted Date Formats

You may use any of the following formats for date fields:

• M/d/yyyy

• MM/dd/yyyy

• M-d-yyyy

• MM-dd-yyyy

• yyyy-M-d

• yyyy-MM-dd

• yyyy/M/d

• yyyy/MM/dd

Troubleshooting

• Occasionally, invalid data can result in the file being rejected.
• If this happens, a red banner will appear with the option to "Download Error Details." Click it to download and open the file, where you can review the data validation errors.

• Review the validation errors and make the necessary adjustments to ensure the file meets validation requirements. 

• The most common validation errors include:

  • Date formatting issues – Ensure all dates in the file follow the approved formatting options.
  • Duplicate UniqueIDs – Each goal must have a unique UniqueID to avoid conflicts.
  • Missing users – Verify that all listed employees are active in your Quantum Workplace account.

Another potential error message may occur if a file is uploaded in a format other than CSV. If this happens, you may encounter this error: 

To convert a file to CSV, open it in a spreadsheet program like Excel or Google Sheets, then select 'Save As' or 'Download As' and choose the CSV format.