Peoplebox→OKIARNo goal export documented. Start while you still have access.

Migration guide · Peoplebox

Peoplebox migration: getting your goals out when there's no export button

Facts checked October 27, 2026

Before you start: what Peoplebox documents, and what it doesn't

Here is what we could confirm on October 27, 2026:

• No full goal export is documented. We searched the Peoplebox help center and found no article that exports every goal with owners, parents and cycles.
• There is an Activity Logs CSV. The admin settings article describes a log of goal changes under Settings, then Products, then Goals, then Activity Logs: "By exporting the CSV, you can view all these changes in a single sheet." That's a history of edits. It isn't a list of goals.
• AI assistants can read goals. Peoplebox's MCP article, updated October 20, 2026, lets Claude or Codex see goals in current, past and upcoming cycles, with progress, check-ins and comments. An admin has to switch it on first.
• The import template shows the data model. The CSV import guide lists every field a Peoplebox goal can carry. We use it below as a checklist for what to recover.

Peoplebox's developer repository on GitHub points to Postman documentation we couldn't open, so we haven't confirmed what its API returns.

Step 1: Pick a route out of Peoplebox

Ask support first

Write to Peoplebox support before your renewal date. Ask for one file of every goal in the cycles you care about, with title, owner email, parent goal, cycle, start, target and current values, and status. Naming the columns from their own import template helps. We don't know how quickly they answer or what format they use.

Use the MCP server to build the table yourself

The MCP route is the only self-serve way we found to see whole goals outside the app. An admin enables it under Settings, then Nova AI Settings, where it's off by default. You then add https://ai.peoplebox.ai/mcp to Claude or Codex as a connector. Peoplebox says the assistant sees only what you can see, and its sign-in token lasts 30 minutes, so work in short sessions.

Ask for one cycle at a time: "List every goal in the Q4 2026 cycle as a table with title, owner, parent goal, start value, target, current value and status." Paste each answer into a spreadsheet and save it as CSV. Assistants can drop rows from long answers, so count the rows against what Peoplebox shows.

Keep the Activity Logs CSV

Download it even though it won't rebuild your plan. It records who changed which goal and when, which is useful if anyone asks later why a target moved.

Step 2: Check what you recovered

Before you plan the move, work through this list:

1. Count goals per cycle in your file and compare with the Goals page in Peoplebox.
2. Make sure every child goal names its parent, since alignment is the first thing lost when a table is built by hand.
3. Mark owners who have left. Peoplebox's own template identifies owners by email, so clean addresses save rework.
4. Separate review data from goals. Review Cycle ID and Review Cycle Weightage belong to performance reviews, and OKR tools won't take them.

If you're going somewhere other than OKIAR

The suites on our Peoplebox alternatives page will take review history; OKR tools won't. Two goal importers we checked on October 27, 2026: Leapsome's Excel import has a parent goal column but needs parents to exist first, and 15Five's bulk import needs every owner to have a 15Five account before you upload.

Step 3: Load your goals into OKIAR

OKIAR's goal import, covered in the sign-up guide, reads a spreadsheet, CSV, PDF, Word, text or Markdown file of up to 5 MB. That matters here, because your Peoplebox data may arrive as a pasted table, a support email or a saved assistant answer. Import helps map people, teams and parent links for you to review and turns the file into a draft. Nothing is created until you've reviewed it.

1. Create a free account. No card is needed, and the beta plan has no seat cap.
2. Upload one cycle's file. If all you have is the assistant's answer, save it as a Markdown or text file and upload that.
3. Go through the draft: titles, owners, start values, targets.
4. Compare the teams it made with your Peoplebox departments, then invite people as Admin, Manager, Contributor or Viewer.
5. Rebuild missing parent links by nesting objectives under the right company goal.
6. Add key result weights where some results matter more than others. OKIAR supports weighting.
7. Turn always-on numbers, like headcount or attrition, into KPIs.
8. Connect Slack, then walk through the plan with each department head.

Where each Peoplebox field goes in OKIAR

Statuses in OKIAR

OKIAR's objective guide works status out from pacing, comparing real progress with where you should be by now. Owners can override it.

Step 4: What changes for your integrations

Peoplebox has a Slack integration and a Microsoft Teams integration in beta. OKIAR has Slack and Telegram. It has no Teams app, so a Teams-only company will feel that.

Check-ins in Peoplebox could roll up automatically or come from an external source. In OKIAR, owners enter progress in check-ins, or an AI assistant does it for them over MCP. That connection follows each person's role and team permissions. It can create objectives, key results and KPIs, update a key result's current value and file a check-in.

Step 5: The first OKIAR check-in

• Pick a check-in day and template for each team.
• Owners answer by voice or text: progress, confidence from 0 to 10, and anything blocking them.
• Managers read the weekly summary instead of chasing updates.
• Insights shows pacing and repeat blockers after a few weeks.

Five prompts to start with are in our weekly check-in template.