Magically import your goals from text or CSV. Drafted goals elsewhere? Simply copy/paste them into Perdoo or upload a CSV!
Enabling Magic import
ℹ️ This requires Superadmin rights.
To enable Magic import, go to Configure > Features and enable AI.
How to use Magic import
Navigate to a User, Team or Company page.
If there are no goals yet, click 'magic import'.
If there are goals already, click the 3 dot menu next to the name and click 'Import goals'.
Choose:
Import from text
Import from CSV: Use this template to format your data.
Click Preview import.
Review import suggestions and make any adjustments to Name, Timeframe, Owner.
Choose which goals you'd like to import.
Click Import selected.
Important notes
Each account has been allocated a number of credits per month based on your plan. Once you've exhausted your credits, you can purchase more.
You can currently only import from your User page, Team page, or Company page.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.