Note: This is a user-restricted feature. Only admin users are able to import goals. Goals are only available for Momentum plan customers. Goals can currently only be imported via the web platform of Perform & Engage 365.
When setting up Perform & Engage 365, it is possible to import goals from other systems you may have already been using. To do this requires certain access, so speak to your Customer Success Partner at Perform & Engage 365 to ensure you are all set up for this.
By importing existing goals, you can save yourself a significant amount of time that would otherwise be wasted on duplicating goals.
Your Perform & Engage 365 Customer Success Partner or the Perform & Engage 365 support team can help you with importing if you have any questions. Reach out to your CSP or Create a support ticket
Importing goals into Perform & Engage 365 via web
- Click the settings cog in the top right-hand corner of any screen and select 'Bulk Data Upload'
- Select 'Goals' from the available tab options
- Download the sample file to see how to format your upload file
- Complete your upload file using the sample file as a template
- When ready, add your file by selecting 'Choose file'.
- Click 'Upload' to begin importing your goals.