Export and import targets (v2)

Export and import from an existing target to update that target in Fullcast if you require an external .csv for a target.

Before you begin

• Create a bottom up or a top down target.

• The import file must be a .csv and include the following field values:

  • TargetId

  • RecordId (person level target) or nodeId

  • Total value

  • Monthly values or percentages (for timeseries target—if both are included, monthly value is prioritized)

Export a target

To ensure you import valid data, first export the existing target and update the exported spreadsheet before you import to update the target.

1. Go to (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to export.

3. Click the menu ⋮ > Export.

   

4. Save the .csv to your device.

Import a target

When you import changes to a target, determine if you want to overwrite the existing target data.

Note

Import will only update an existing target and cannot create a new target.

1. Go to (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to export.

3. Click the menu ⋮ > Import.

   

4. Click Choose File.

5. Select the .csv you want to import.

6. For the Overwrite existing targets checkbox:

   

   1. If you select the checkbox: Click Next. In the confirmation window, type OVERWRITE and click Confirm.

   2. If you unselect the checkbox: Click Next.