How to Export OKRs from Viva Goals to Excel?

Published on:
January 16, 2025
Updated on:
February 4, 2025
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Exporting OKRs to Excel from Viva Goals - Blog Article
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Ever since Microsoft announced the upcoming shutdown of Viva Goals in 2025, Viva Goals users have been looking for ways to transfer their goals to other OKR software, without losing any of their data and disrupting their workflow. 

In this article, we will be showing you how you can export goals and OKRs from Viva Goals as an Excel document and upload them to the Best Viva Goals Alternative.

We will guide you through each step you need to take in order to complete your export to Excel from Viva Goals. Starting with:

Export OKRs from Viva Goals in 3 Steps

Step 1: View All Your Objectives 

Migrate from Viva Goals to Teamflect Easily

To export all your goals from Viva Goals in the form of an Excel Worksheet, CSV file, or Powerpoint, you will first need to head over to “All My Objectives.” 

  • Using the “Explorer” section in the left-sidebar, head over to “All My Objectives”
  • Once there, you will see the “Export” icon as marked in the image above.
  • Make any changes you see fit to your goals before exporting them.

Step 2: Choose Your Viva Goals Export Method: Excel or PowerPoint

Choose your export method

Once you click the “Export” icon, you will see two “Export Options”

  • Excel
  • PowerPoint

Select the Excel option. Once you do so, you will see the following pop-up:

This is where you will decide which fields you want to include in your export from Viva Goals. This is a key step in your Viva Goals migration.

Will your organization be switching goal-setting methodologies as well as OKR platforms? 

Will you be carrying over subgoals alongside main goals?

  • Select your format: CSV or XLX
  • Select the fields you want included.
  • Select whether you are exporting “Children” with the main goals. “Children” here refers to your subgoals, sub-objectives, and key results, as well as initiatives.
  • Click “Export”.

This will result in your exported Viva Goals OKRs being sent to you as an e-mail.

Step 3: Downloading your Excel File from your Inbox

Viva Goals will send you your OKRs in your desired format to your inbox. From this point, all you need to do is click “Download” and you will have completed your Viva Goals export to Excel.

Transferring OKRs to your Next OKR Software

While Viva Goals won’t be retired until the end of 2025, it will stop receiving any updates or improvements.

To ensure a smooth transition, the sooner you implement a new OKR software, the better. 

When choosing your next software you need to take the following factors into consideration:

  • Will the data migration from Viva Goals be smooth?
  • Will the new software fit my company’s digital ecosystem?
  • Will it give me a better experience than Viva Goals?

For a resounding “Yes!” to all three of those questions, your best choice in OKR software is: Teamflect.

Export to Teamflect easily

As an official Microsoft Partner, Teamflect not only fits the Microsoft ecosystem just as smoothly as Viva Goals but also allows you to easily upload your goals in bulk as an Excel file.

However, you don’t even have to think about transferring your goals manually. 

Teamflect offers Free Viva Goals Migration Assistance, transferring your goals and OKRs from Viva Goals, for you!

Teamflect also offers a 25% discount for all organizations switching from Viva Goals, no questions asked!

To learn more about what Teamflect has to offer Viva Goals users as the highest-rated OKR software in the Microsoft Teams App Store, book a quick demo session!

Or if you are more of a hands-on learner, you can try Teamflect for up to 10 users with full functionality, for absolutely free!

Use the best OKR software for Microsoft Teams!
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