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Import Goals into 2011 RRS feed

  • Question

  • I am looking for an easier way to regularly set up goals for sales people. If I want to setup a few goals it is easy enough to enter them by hand, but what if each quarter I want to set up 30, 50 or 100 goals? Any recommendations? I tried exporting the few goals I had and then importing that same data with 20 extra data sets, but that didnt seem to work. The added goals didn't show up. Should they have? Thank you in advance.

    Wednesday, May 4, 2011 1:48 PM

Answers

  • Hi,

    What you are trying to do should work. Try downloading the Template for data import first though (Settings > Data Management > Templates for Data Import) and populate this before importing your goals. It shows what data formats are required and which fields are mandatory.

    The way you attempted to import goals should also work providing you included all the mandatory fields in your view. To trouble shoot your import, goto Settings > Data Management > Imports > open your import job, then look at the failures associated view. You should see error codes and further information here.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Wednesday, May 4, 2011 9:40 PM
    Answerer