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