Please 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 Weekly10.
When setting up Weekly10, it is possible to import goals from other systems you may have already been using. To do this requires certain access, so please speak to your Customer Success Partner at Weekly10 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 Weekly10 Customer Success Partner or the Weekly10 support team can help you with importing if you have any questions. Please reach out to your CSP or Create a support ticket
Importing goals into Weekly10 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.