Objective Updates Importer: Objectives Leaderboard

Once your leaderboard has been configured, you can use StaffCircle's import functionality to bulk update your leaderboard's objectives. This is helpful in instances where objective progress is tracked in other systems. When you create objectives relating to the importer, the tag associated with the objective template should be unique and easily identifiable. This tag is used for the import and must exactly match what is contained in the CSV file.

For information on updating Objective Templates, please refer this guide.

Step One

Hover over the Documents section of the side-bar, then navigate to: Documents ➡️Company. Select the Company title to open the Company Documents area. Open the Importers folder, then the Objectives folder within.

Step Two

Click on the three dots to the right-hand side of the screen and select Add Folder from the drop-down menu. This will open the Add Folder pop-up.

In the pop-up you will be offered settings for the importer as below. Ensure you use the hashtag as was used for the associated objectives.

Step Three

Create your CSV file(s) by exporting from your other system. Ensure that the data format matches the defined importer as above, with person, value and date.

Step Five

Upload or drag and drop your files in the new folder you just created, and the values will be imported into the corresponding objectives