Data loading Enhanced objective Review records

Understand how to data load Enhanced Objective Review records in Sage People.

Resolution

Create one row per review using these values:

CSV column	Test value	Notes
Name	Blank	Leave blank. The successful insert generates the review ID as the Name.
Reviewer__c	System Manager	Use the Team Member Name if matching Reviewer by Team Member Name.
Enhanced_Objective__c	a4vQH000000KOm9	Use the parent Enhanced Objective Salesforce ID.
Reviewer_Type__c	Manager	Must be a valid Reviewer Type value.
Next_Review_Date__c	2026-12-31	Use ISO date format in the CSV.
Progress__c	Much	Must match an active Progress picklist value.
Review_Comment__c	Test review you loaded through Data Loader.	Optional test comment.
Objective_Score__c	100.00	Numeric percentage value.
CurrencyIsoCode	GBP	Include where you have enabled multi-currency.

Select the object. In Salesforce Data Import Wizard, choose Custom Objects and select Enhanced Objective Reviews.
Choose the operation. Select Add new records. Match can remain as None for a pure insert.
Set the Reviewer relationship. Choose Team Member Name for the Reviewer lookup when the CSV contains System Manager. If the CSV contains a Salesforce Team Member ID, instead select Salesforce.com ID.
Set the parent relationship. Choose Salesforce.com ID for the Enhanced Objective master-detail relationship.
Upload the file. Use Unicode (UTF-8) and comma as the separator.

CSV header	Mapped Salesforce field
Name	Enhanced Objective Review Name
Reviewer__c	Reviewer
Enhanced_Objective__c	Enhanced Objective
Reviewer_Type__c	Reviewer Type
Next_Review_Date__c	Next Review Date
Progress__c	Progress
Review_Comment__c	Review Comment
Objective_Score__c	Objective Score %
CurrencyIsoCode	Currency

Start with a single record before loading a larger migration file
Review the success and error output files the wizard produces
Open the created Enhanced Objective Review and confirm Reviewer, Enhanced Objective, Reviewer Type, Next Review Date, Progress, Review Comment and Objective Score
Confirm the system has populated the Enhanced Objective Review Name with the review record ID you created
Check that the review shows against the correct parent Enhanced Objective in the relevant Sage People experience

Symptom	Resolution
Foreign key external ID not found for Team Member Name.	The Reviewer value and relationship matching method don't agree. Use System Manager with Team Member Name, or use the Team Member Salesforce ID with Salesforce.com ID.
Parent Enhanced Objective not found.	Check that Enhanced_Objective__c contains the parent Enhanced Objective Salesforce ID and that you match the relationship using Salesforce.com ID.
Progress rejected.	Use an exact active picklist value from the target org.
Name error.	Keep Name blank for the validated process. If org-specific validation requires a value, test with a temporary migration name and review automation.