--- title: "Export and import targets" slug: "export-and-import-targets" description: "Export and import to update existing team targets." tags: ["CSV File", "export target", "import target", "Targets", "Targets v2", "team targets", "Upload Targets"] updated: 2026-07-09T02:09:24Z published: 2026-07-09T02:09:24Z canonical: "support.fullcast.com/export-and-import-targets" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Export and import targets Export and import targets to update an existing target in Fullcast, share target values with stakeholders for offline review, or maintain a point-in-time audit record. ## Before you begin - Create a [bottom up](/plan-and-pay/docs/create-a-top-down-target) or a [top down](/plan-and-pay/docs/create-a-top-down-target) 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. Exporting also gives you a human-readable file for stakeholder review or a dated snapshot for an audit trail. ### When to export - **Before a bulk import.** Exporting first gives you a file with the exact node IDs and target IDs Fullcast expects. Editing the exported file to update values — rather than building a CSV from scratch — is significantly less error-prone and eliminates the risk of ID mismatches. - **To share for offline review or approval.** The exported file is human-readable in Excel or Google Sheets. Node names and target values are visible without requiring access to Fullcast. - **To maintain an audit trail.** Save a dated copy of the export before and after any major plan change — for example, before a Recalculate & Distribute run or a mid-year value update. - **To move data to another system.** If your compensation platform, BI tool, or financial model needs target values, the CSV export is the standard format for that handoff. ### What the export contains The export includes one row per node per target. For timeseries targets, each row includes both the node's total value and its individual monthly amounts. > [!NOTE] > Note > > Relief entries and ramp adjustments are not included in the export. The values in the file reflect goal amounts only. To review them, go to **Manage Targets**, click **⋮** > **Target Details**, then click **Display Options** and set the view to **Details**. | Column | Description | | --- | --- | | **Node Id** | The unique identifier for the node in Fullcast. Required when re-importing the file — do not edit this column. | | **Target ID** | The unique identifier for the target. Required when re-importing — do not edit this column. | | **Plan Name** | The name of the plan the target belongs to. | | **Name** | The name of the target. | | **Role Name** | The role assigned to the target (for example, Account Executive). | | **Type** | Whether the target is a timeseries or scalar target. | | **Fiscal Year Label** | The fiscal year label (for example, FY27). | | **Fiscal Year Start Date** | The start date of the fiscal year. | | **Fiscal Year End Date** | The end date of the fiscal year. | | **Record ID** | **Teams** module only. The Salesforce record ID for person-level rows. Blank for node-level rows in Teams targets. For to-be-hired (TBH), to-be-transferred (TBT), and to-be-replaced (TBR) placeholder roles, this column contains the placeholder's internal ID. Does not appear in **Territories** or **Product** module exports. | | **Node Name / Node Name/Person Name** | The name of the node (for example, AMER, Growth) or person (for example, Sam Lee). Labeled **Node Name** in Territories and Product exports; labeled **Node Name/Person Name** in Teams exports, which include both node and person names. Placeholder roles appear with their TBx identifier. | | **Total Value** | The node's total target value for the full fiscal year. | | **Target Minimum** | The minimum value configured for the node, if minimums are enabled on the target. Appears only when the target has the minimum feature enabled. | | **[Monthly columns]** | One column per period in the target's time frame, labeled by month and year (for example, `26-Feb`, `26-Mar`). **Timeseries targets only** — scalar target exports end at the **Total Value** column (or **Target Minimum** if minimums are enabled). | ### Export steps The export always includes the node you are currently viewing and all of its child nodes. To export the full target, go to the top-level node first. **From the Manage Targets list:** 1. Go to **(Territories | Teams | Product)** > **Manage Targets**. 2. Find the target you want to export. 3. Click **menu ⋮** > **Export**. 4. Save the `.csv` to your device. **From within a target:** 1. Go to the node you want to export from. 2. Click **Actions** > **Export Targets**. 3. Save the `.csv` to your device. > [!NOTE] > Tip > > If you're exporting to use as an import template for the full target, go to the top-level node before exporting — regardless of which entry point you use. ### Using the export The exported CSV opens in Excel or Google Sheets. If you share externally, consider hiding the ID columns (**Node Id**, **Target ID**, **Record ID**) for a cleaner view. **To update values and re-import:** Update the values in the **Total Value** column and the monthly columns as needed. Do not edit the **Node Id** or **Target ID** columns — Fullcast uses those identifiers to match each row to the correct node on import. **To maintain an audit trail:** The exported file downloads with the target name as the filename, with no date. Rename it before saving — for example, `FY27_AE_Booking_Quota_2026-06-10_pre-recalc.csv` — so you can identify each snapshot later. ## Import a target When you import changes to a target, determine if you want to overwrite the existing target data. > [!NOTE] > 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 import into. 3. Click **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**. ## Related - [Inside Targets: A Practical Look at the Fullcast Quota Framework](/inside-targets-a-practical-look-at-the-fullcast-quota-framework.md)