We’re excited to announce improvements to the Goal Bulk Upload Template, designed to make importing goals into Teamflect more accurate and user-friendly.
The updated Excel Template now consists of five structured sheets:
✅ Instructions (static guide)
✅ Field Definitions (static reference)
✅ Goal Types (auto-populated from your organization settings)
✅ Visibility (static reference)
✅ Measurement Types (static reference)
The
Goals to Upload
sheet will still contain the pre-set example rows.
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Validation rules have also been improved with comprehensive error checks ensure correct formatting before upload:
🔹 Missing or invalid Reference IDs now trigger clear error messages
🔹 Goal Types, Visibility, Measurement Types, and Currency Codes must match predefined dropdown values.
🔹 Email addresses are now validated by both email format and User Principal Name (UPN)
🔹 Date fields must follow YYYY-MM-DD format and maintain correct Start-End order
🔹 For roll-up goals, Start, Current, and Target values are no longer mandatory
A new
“Edit and Re-upload File”
button lets users correct issues and return directly to the upload stage without starting over.
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These enhancements prevent data loss, streamline validation, and make bulk uploading goals more reliable and efficient.