Leo User Guide

Import Objectives

Updated on

Use this option to batch upload Objectives, next you will preview the report and verify data before finally importing 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 Data

At this point the data has not been imported/added to Leo

This report shows the data that you have selected to upload to Leo. Use this report to review and verify the data prior to the actual upload of data into Leo.

Note: If the Objective# and Objective Version are the same your new data will overwrite old data.

Select G&O Version and Import Data
  1. Select Click here to select a G&O Version and Import the Objectives
  2. Select the G&O Version
  3. Confirmation message of imported Objectives will appear
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