Teamflect allows you to automate goal progress updates by connecting your goals to an Excel Online document you have prepared for your automatic goal updates.
This feature is especially useful for goals that are measured through specific metrics, such as values that need to reach a certain target (Percentage, Numerical Value, Currency), or stay above or below a threshold metric.
Follow the steps below to enable this feature and streamline your goal-tracking process.
✅ Step 1: Enable Excel Integration from the Admin Center
Navigate to the Admin Center in Teamflect.
Open the Goals module.
Locate the toggle labeled:
ℹ️ Note: This step must be completed by a Teamflect Administrator.
🎯 Step 2: Connect a Goal to Excel
Go to the Teamflect App.
Navigate to your Goals section and select the goal you want to connect.
Click on "Connect to data source".
In the pop-up window:
Select the data source you want to connect to:
Find and select the correct workbook from the dropdown menu.
Ensure your Excel sheet includes the data that matches your goal.
📊 Step 3: Configure Your Excel Connection
Once your workbook is selected, choose the Row and Column where the goal's value is located.
Fetch the necessary value from the Excel sheet to link it with your goal.
After the value is fetched, you can:
Click Edit to change the configuration.
Click Disconnect to remove the Excel connection.
Important Notes
✅ This feature only works for goals measured by:
Reach (a specific numeric, percentage, currency target)
Above a threshold
Below a threshold
🚫 This feature does NOT support:
Roll-up from subgoals
Task progress
Completed/Not Completed measurement types
💡 Additional Tip: If you've previously uploaded goals in bulk using an Excel file, you can reuse the same document to update those goals automatically as progress changes over time. This is a great way to streamline bulk updates and ensure all your goals remain in sync with the latest data—without needing to manually edit each one.
How the Connection Works
Teamflect needs certain Microsoft 365 permissions to read Excel Online files in your OneDrive.
You may see a Microsoft permissions prompt when connecting to an Excel file. That’s normal and indicates the permissions haven’t been granted yet.
🔒 Permission Requirement Disclaimer
Teamflect requires additional Microsoft 365 permissions: Files.Read.All and Files.Read.
This does not grant access to all company data or resources.
It only allows Teamflect to “see” the files that have already been shared with the user in Microsoft 365.
If this permission has already been approved by your Microsoft admins, users won’t notice any changes. In some cases, though, they might see a pop-up when connecting a new goal to an Excel sheet. If that happens, it simply means the IT team still needs to grant this permission.
Here's how IT Admins can grant these permissions through the Goals module in Teamflect:
👉 This way, users will be able to keep connecting Excel files seamlessly without encountering permission issues.
Common Issues (and How to Fix Them)
Issues happen when the file isn’t surfaced by Microsoft’s APIs. Teamflect can only show workbooks that OneDrive returns through Microsoft’s file services. If the file doesn’t appear:
Check these first:
Check | Why it matters |
You have access to the file in OneDrive | Teamflect can’t list files you can’t access yourself |
The file is stored in OneDrive for Business (not local sync) | Only online files are searchable |
You have Edit access | View-only files often don’t show up |
The file isn’t in a separate account or shared via an unsupported path | Files only shared by group links might not surface |
➡ If you suspect it's a OneDrive sharing or permissions issue, reach out to your Microsoft 365 admin.
2. I get a Microsoft permissions pop-up
This means that Files.Read.All or Files.Read consent hasn’t been granted yet.
👉 Your admin needs to approve these scopes in Microsoft’s Azure portal so users can link files. Please see here.
3. The linked Excel doesn’t update
This usually means:
The formula or cell reference is incorrect
The data type in Excel doesn’t match the goal’s measurement.
Confirm the workbook, worksheet, row, and column settings.
4. Two similar files behave differently
Even if two workbooks look alike:
One may be stored or shared differently
One may not be returned via Microsoft APIs
Metadata or OneDrive policies may prevent Teamflect from seeing it
Teamflect cannot force OneDrive to return every file that exists in your library.
Quick Troubleshooting Guide
Does the workbook show in OneDrive online (onedrive.live.com)?
・No → Fix sharing or file location
・Yes → Continue
Do you have Edit permissions?
・No → Ask the file owner to grant edit access
・Yes → Continue
Try creating a copy of the file
・If the copy shows up, the original likely has metadata or sharing issues
If none of the above helps, contact your Microsoft 365 admin — the issue is likely on the Microsoft side.
Note: Along with Excel files, Administrators can also use Power BI, Power Automate, and External API to update goals. Both options are available in the Admin Center, located in the integration sections of the Goals page.
