Import and Export OKRs
Purpose
The Import and Export OKRs feature allows organizations to efficiently manage large volumes of OKR data. Users can export existing OKRs for reporting, analysis, or backup purposes and import multiple OKRs in bulk using a predefined Excel template.
This functionality helps reduce manual data entry and supports large-scale OKR planning and migration activities.
Export OKRs
Purpose
The Export OKRs feature allows users to download OKR records from the system for offline review, reporting, auditing, or data analysis.
Export
To export OKRs:
Step 1
Navigate to OKRs within the OKR Module from the left sidebar.
Step 2
Click Export OKRs.
Step 3
The system generates and downloads the OKR export file.
The exported file contains the OKR information available to the user based on assigned permissions.
Import OKRs
Purpose
The Import OKRs feature allows users to create multiple OKRs simultaneously by uploading a properly formatted Excel file.
To ensure successful imports, users should always use the system-provided template file.
Import
To import OKRs:
Step 1
Navigate to OKRs within the OKR Module from the left sidebar.
Step 2
Click Import OKRs.
Step 3
Click Download a Sample to download the import template.
Step 4
Enter the required OKR data into the downloaded Excel file.
Step 5
Save the completed file.
Step 6
Under Choose Excel File, click Choose File and select the completed import file.
Step 7
Click Import.
The system validates and imports the data.
Error Handling
If the import process encounters validation errors:
Step 1
The system displays the Error File Download button.
Step 2
Click Error File Download.
Step 3
Open the downloaded file to review detailed import errors.
Step 4
Correct the identified issues in the source file.
Step 5
Upload the corrected file and repeat the import process.
Workflow Rules
Export Rules
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Users can export OKR data available within their permission scope.
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Exported data reflects the current information stored in the system.
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Export files can be used for reporting, analysis, or backup purposes.
Import Rules
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Imports must use the system-provided template format.
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All required columns must remain in the template.
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Imported records must contain valid data.
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Invalid records will not be imported successfully.
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Import validation is performed before records are created.
Field Descriptions
| Field | Description |
|---|---|
| Download a Sample | Downloads the official import template containing the required column structure. |
| Choose Excel File | Allows users to select the completed import file. |
| Import | Uploads and processes the selected file. |
| Error File Download | Downloads a file containing validation and import error details. |
Synchronization
Imported and exported data is synchronized with:
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Objectives
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Key Results
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Cycles
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Categories
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Employees
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Departments
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Check-Ins
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Reports
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Dashboards
Permissions
| Permission | Description |
|---|---|
| Export OKRs | Allows users to export OKR data. |
| Import OKRs | Allows users to import OKRs using Excel files. |
Important Notes
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Always use the latest sample template provided by the system.
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Do not modify column names or template structure unless specifically supported.
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Missing required fields may cause the import process to fail.
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Invalid references such as nonexistent employees, departments, categories, or cycles may generate import errors.
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Import validation errors can be reviewed using the Error File Download feature.
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Imported OKRs become available immediately after successful processing.
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Access to imported and exported data is governed by user permissions.