Bulk import objectives via CSV

Bulk importing lets you create many objectives at once using a CSV file instead of building them one by one. When complete, imported objectives appear on the Objectives dashboard.

Before You Begin

• You must have an Account Admin role. Managers and employees cannot access the bulk import tool.
• Objectives must be enabled for your account.

Steps

1. Click the Settings menu at the upper right corner of your 15Five account.
2. Select Features from the dropdown menu.
3. Click Objectives.
4. Click the Import tab in the top navigation bar.
5. Click Create new import.
6. Click Download template to download the CSV template file.
7. Open the downloaded template in a spreadsheet application.
8. Add your objectives data to the template, following the column requirements shown in the Prepare your CSV section on the import page.
9. Save the completed file in UTF-8 format.
10. Return to 15Five and click Create new import.
11. Select your saved CSV file. The import starts automatically.
12. Review the upload results on the confirmation screen.
13. If corrections are needed, click Start over to discard the upload and repeat from step 10.
14. If the upload looks correct, click Publish [#] objectives.
15. To undo a published import, find the import on the Import history page and click Revert import.

> Tip: Even if you already have OKRs in a separate spreadsheet, download the template first and move your data into it. This ensures your columns match the required format before uploading.

If Something Goes Wrong

Not Covered Here

This article does not cover creating objectives one at a time — see Create an objective.

Related Articles

• Create an objective
• Align an objective with a parent objective
• Visibility settings for objectives
• Objectives settings and permissions