Leo User Guide

Import Objectives


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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