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:
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.”
Once you click the “Export” icon, you will see two “Export Options”
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?
This will result in your exported Viva Goals OKRs being sent to you as an e-mail.
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.
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:
For a resounding “Yes!” to all three of those questions, your best choice in OKR software is: Teamflect.
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!
An all-in-one performance management tool for Microsoft Teams