A Professional and Enterprise Plan Feature

Jibility supports the ability to import and add new objectives from an Excel spreadsheet.

Note; currently, this import feature does not support updating your objectives. It supports adding new objectives only.

The use cases for this feature are

1) You have an existing list of objectives that you want import into Jibility; and

2) You wish to make bulk changes to your list of objectives and it is easier to export them to Excel, delete all current objectives, apply changes to your list in Excel and re-import.

How to import Objectives from Excel?

Select the Objective Step to import objectives from Excel and click on the import objective button illustrated below.

TIPS: You can export the Objective Summary published document to Excel. The Objective Name, and Description columns in this spreadsheet are the columns imported by this feature.

A pop-up window (as illustrated below) will display an error message if an error occurs during import. You can retain a copy of all the error messages by manually selecting the messages in the text box and entering CTRL-C or click the "Copy & Close" button to copy the messages to the clipboard automatically. You can then paste the messages into a notepad or spreadsheet to analyze and address each error.

NOTE, imported objectives are always appended to the bottom of the existing list of objectives.

Import File Format

The import objectives feature is designed to import from an Excel spreadsheet similar to the Excel file created by the export function in the Objective Summary published document feature.

Here is an example of the Insure North Sample Roadmap Excel file for Objectives,

The following is a description of the expected Excel file format:

1) The import Excel file must have a header on line six.

2) The import Excel file must have at least two header columns: Objective Name and Objective Description.

3) The import Excel file may have a similar structure to the Jibility Objective Summary export file. Here is how the import objective feature will treat each column from the Objective Summary export document.

Header Column Name	Required?	Imported	Description
Objective Number	No	No	Not Imported. The objective number column sorts the list of objective in the spreadsheet before importing; therefore, the objective number will determine the import order.
Objective Name	Yes	Yes	The objective name. This name must be unique. Maximum 100 characters.
Objective Description	No	Yes	The objective description. Maximum 1000 characters.

Import Objective Error Messages

When importing objective, you may encounter error messages. Error messages may appear in the a popup window or as a snack bar.

Popup Window Error Messages

The following is a description of each message.

Error Message	Cause
The description must be at most 1000 characters long.	Description is too long
The name must be at most 100 characters long.	Objective name is too long
The name must be at least 1 character long.	Objective name was not given
The name is already used by an existing objective.	Duplicate objective names are not allowed. There is already a objective of that name.
The name exists more than once in the imported initiative	Duplicate objective names are not allowed. There are duplicate objective in the import file.

Snack Bar Error Messages

Snack Bar Error messages appear as a line at the bottom of the page as illustrated below.

The following is a description of the error messages

Error Message	Cause
Could not import your challenge. Ensure your excel document is valid and try again.	The file cannot be read, for example it may be corrupted or permission issues.
The document did not contain any objective. Please add some and try again.	A header row exists, but the subsequent rows are empty.
Could not import your objective. No entries found in the header row (6)	Row number 6 is empty where there should be objective headings (Objective Name column is required)
Could not import your objective. The required header "Objective Name" was not found in the header row (6).	Header row is not empty but is missing 'name' heading
Could not import your objective. The required headers "objective name" was not found in the header row (6).	Header row is not empty but is missing 'objective name' headings