Leo User Guide

Import Objectives

Updated on

Use this option to batch upload Objectives, next you will preview the report and verify data and finally import the data into Leo.

Path: Admin Toolbar > Advanced > Data Entry > Data Import > Objectives

Below is a sample template for Objectives CSV file for download.

TIP: When copying content into the .cvs template use Ctrl+Alt+V to remove any formatting from the source file.

Upload CSV

  • Select a File: Browse for the CSV file.
  • Save File

TIP: Leo automatically scans all uploading files for viruses.

Click Close to continue.

Preview and Select G&O Version

This report shows the data that you have uploaded to Leo, and at this point the data has not been imported/added to Leo. This report allows you to review and verify the data prior to the actual upload of data into Leo.

  1. Click here to select a G&O Version and Import the Objectives
  2. Select the G&O Version
  3. Refer to the article Import Goals and Objectives: G&O Report
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