Import goals and targets from the spreadsheetInstructions Import goals from a spreadsheet to the Goal [sn_gf_goal] table Perform the following steps to import goals data from a spreadsheet to the Goal [sn_gf_goal] table. 1. Navigate to System Import Sets -> Load data. 2. From the Import set table option, select Goal Import Set. 3. From the Source of the import option, select File. Note: Data in the spreadsheet must be in a specific format to import the data to the Goal Framework tables. Use the Goal Import Template.xlsx file and fill your goals data in the same format. Important: Do not modify the names in the header row, as the data is imported to the respective fields in the goal table based on the header title of each column. 4. Click Submit. 5. On the Progress page, click Run Transform. 6. On the Specify Import set and Transform map page, click Transform. 7. Click Transform history and verify the State column shows as Complete in the Import Set Runs related list. Your goals data has now been successfully imported to the Goal [sn_gf_goal] table. 8. If the job is failed, refer to the details in the Transform history. Note for Assigned entity type column: If any of the two entity types have the same table label name, ensure that you use the table ID instead of the table label name while importing the goals. For example, use 'cmn_department' instead of 'Department'. Import targets from a spreadsheet to the Target [sn_gf_goal_target] table Perform the following steps to import targets data from a spreadsheet to the Target [sn_gf_goal_target] table. 1. Navigate to System Import Sets -> Load data. 2. From the Import set table option, select Target Import Set. 3. From the Source of the import option, select File. Note: Data in the spreadsheet must be in a specific format to import the data to the Goal Framework tables. Use the Target Import Template.xlsx file and fill in your targets data in the same format. Important: Do not modify the names in the header row, as the data is imported to the respective fields in the target table based on the header title of each column. 4. Click Submit. 5. On the Progress page, click Run Transform. 6. On the Specify Import set and Transform map page, click Transform. 7. Click Transform history and verify the State column shows as Complete in the Import Set Runs related list. Your targets data has now been successfully imported to the Target [sn_gf_goal_target] table. 8. If the job failed, refer to the details in the Transform history. Note: Import operation can be used for inserting new data or updating the existing data in the tables. Name and Owner is the primary key used for updating the existing records.Related Links Steps for adding additional fields to the primary key for Goal and target import 1. Go to System Import Sets -> Transform Maps. 2. Search and open the "Goal Import" map. 3. Select the field that you want to be added as the primary key and change its coalesce flag to true. 4. Add a new column in the spreadsheet for reference fields (Eg: Business Unit) a. For Parent goal in goal table - Add "Parent Goal Business Unit" similar to "Parent Goal Name" or "Parent Goal Owner". b. For Goal in target table - Add "Goal Business Unit" similar to "Goal name" and "Goal owner". 5. Now if you try to import, primary keys will be a combination of [name, owner, business unit] for the resolution of reference fields. 6. Similar steps can be followed for other fields on the table.