Import Goals in Bulk

If you have goals for multiple people or a large team, use CSV import to add them all at once instead of creating them one by one.

When to Use Import

New workspace setup — Onboarding a team of 20+
Migration from another tool — Moving goals from a spreadsheet or legacy system
Seasonal planning — Adding new goals for everyone at the start of a quarter

Prepare Your CSV File

Create a CSV file with the following columns:

Column	Required	Example
employee_email	Yes	sarah@company.com
goal_title	Yes	Master System Design
goal_description	No	Deep dive into distributed systems
start_date	No	2026-04-01
target_date	No	2026-12-31
status	No	Not Started

Notes:

Dates should be in YYYY-MM-DD format
Status should be: Not Started, In Progress, On Track, At Risk, or Achieved
Employee email must match someone in your workspace

Example CSV

employee_email,goal_title,goal_description,start_date,target_date,status
sarah@company.com,Master System Design,Deep dive into distributed systems,2026-04-01,2026-12-31,Not Started
james@company.com,Learn Product Management,Transition from engineering to PM,2026-05-01,2027-02-28,Not Started
alex@company.com,Lead a Team,Prepare for engineering manager role,2026-04-01,2026-12-31,In Progress

Upload the File

Step 1: Go to Goals

Step 2: Click Import (or Upload CSV)

Step 3: Select your CSV file

Step 4: Click Upload

Mentora will validate the file and show you:

How many goals will be created
Any errors (invalid emails, missing required fields)

Step 5: Review the preview and click Confirm Import

Goals are created immediately.

Validation & Error Handling

The import will check:

✅ Employee emails are valid and in your workspace
✅ Required fields (employee_email, goal_title) are present
✅ Dates are in YYYY-MM-DD format
✅ Status values are valid

If there are errors, the import will:

Show you which rows failed and why
Allow you to fix the CSV and retry
Create valid rows even if some fail (partial import)

Tips

Start with a small test — Import 5 goals first to make sure your format is correct
Use consistent naming — If Sarah is sometimes "Sarah Smith" and sometimes "sarah@company.com", use emails
Validate emails beforehand — Make sure everyone is already in your workspace
Keep a backup — Save your import CSV in case you need to re-import

Troubleshooting

"Employee not found" error

The email in your CSV doesn't match anyone in your workspace. Check the spelling and make sure they've been invited.

"Invalid date" error

Dates must be in YYYY-MM-DD format. Check that the dates in your CSV match this format.

Some goals imported, some didn't

This is a partial import. Check the error message for which rows failed, fix those in your CSV, and retry.

I imported the same goals twice by accident

Mentora doesn't prevent duplicate goals. You'll need to manually delete the duplicates from the Goals page.

Can I import milestones and tasks too?

Not yet. Currently, CSV import only works for goals. You'll need to create milestones and tasks manually or contact support for bulk import of those.