Perdoo→OKIAR

Migration guide · Perdoo

Perdoo migration: how to export your goals and rebuild your OKRs somewhere else

Facts checked October 27, 2026

Before you start: check your plan and your role

Two things decide whether you can export at all.

1. Your plan. Export Data and API access are listed on Premium and Supreme. The free plan, for up to 5 users, doesn't list either. If you're on it, we found no documented export, so ask Perdoo support what they can provide.
2. Your role. Perdoo's roles and rights article ticks "Export data" for the Standard, Admin and Superadmin roles. View-only users can't export.

Then do two things this week:

1. Ask a Superadmin to run the exports below while your paid plan is active, and keep the files untouched.
2. Ask Perdoo, in writing, how long it keeps your data after you cancel. We couldn't find a public answer.

Step 1: Work out which Perdoo export you have

Perdoo's export article, updated September 1, 2026, lists several exports. Each one holds something different.

Goals (CSV, PDF or PPT)

Go to Explore, or open a User, Team or Company page. Apply your filters, customize the columns, then click Export and choose CSV, PDF or PPT. Pick CSV for the rebuild, and add every column you'll want later before you export, because the file follows the view.

Progress history, one goal at a time

For past values, open a key result, initiative or KPI, open its 3-dot menu and export its history as CSV. This works one goal at a time, so do it for the metrics whose trend you'll need, or use the API for the rest.

Users and teams

The Users list and the Teams list each have a CSV export button. Take both. They become your invite list and your check on team names.

The API

Perdoo's API article describes a GraphQL API and says "most things you see in the app can be pulled through the API." The documentation link sits under Personal settings, then Integrations, and Superadmins can open it. The export article names the API as the route for historical data. Comments aren't mentioned in either article.

If you have no file

Fall back on printed Perdoo pages and the deck from your most recent quarterly review. For a fresh start instead, OKIAR's OKR examples hold copyable templates for 16 teams.

Step 2: Check what your file contains

Perdoo doesn't publish a fixed column list for the goal export, because you choose the columns. What its help articles do say:

• Goals include OKRs, KPIs and initiatives, and the export follows your filters.
• Progress history is a separate CSV per goal, or comes through the API.
• Users and teams come out as their own CSV files.

Before you plan the move, check four things:

1. Count the objectives, key results and KPIs in the file, and compare the totals with what Explore shows for the same filters.
2. Check that the file shows which objective each key result belongs to, and what each objective aligns to. If it doesn't, add those columns to the view and export again.
3. Look for owners who have left the company, using your Users CSV.
4. Look for comments. Neither article says the export includes them, so assume it doesn't until you see them.

Moving to a tool other than OKIAR

Before signing anywhere, send that vendor your goal CSV and check the imported result yourself. What the importers did on October 27, 2026:

• Tability's AI importer accepts any XLSX or CSV layout, 10 MB at most. People and teams aren't created for you.
• Teamflect's bulk upload is admin-only and runs from a Teamflect Excel template; it adds goals but never updates them.
• For Atlassian Goals, bulk upload doesn't exist yet.

See the Perdoo alternatives page for eight tools and what they can import.

Step 3: Rebuild your current quarter in OKIAR

Bring the CSV, not the PPT. The file types in OKIAR's sign-up guide are spreadsheets, CSV, PDF, Word, text and Markdown, up to 5 MB, and PowerPoint isn't among them. Multi-sheet Excel is fine. The import helps map people, teams and parent links for you to review, can run at sign-up or later, and hands you a draft in which objectives, key results, start values and targets are all editable before you accept.

Only the current period needs rebuilding. Past periods live on in your Perdoo CSVs.

1. Start a free account on the beta. There's no card step and no member limit.
2. Upload the goal CSV for this period. Over 5 MB? Filter Explore to the quarter and export again. Accept the plan only after reading every objective and key result it proposes.
3. Compare the imported teams with your Teams CSV, then invite people from the Users CSV as Admin, Manager, Contributor or Viewer.
4. Make sure the nesting of company and team objectives matches Perdoo's.
5. Verify start, current, target and unit on every key result.
6. Confirm Perdoo KPIs landed as KPIs, not as key results.
7. Set up the Slack integration.
8. Walk through the objective, team and person views with the CSV beside you and fix any owner or link that's off.

Where each Perdoo field goes in OKIAR

Statuses in OKIAR

Perdoo statuses can stay in the export. OKIAR calculates status from pacing; its objective guide compares actual progress with expected progress for this point in the quarter. Anyone can override it by hand.

Owners add a 0 to 10 confidence score to their check-ins as well.

Step 4: Replace your Perdoo integrations

Perdoo's pricing page lists Slack and Microsoft Teams on every plan, and Jira, Asana and HubSpot integrations on Supreme. None of those connections come with your file.

Perdoo's integrations updated numbers automatically; in OKIAR the owner does. With OKIAR's MCP, whose 14 tools include filing a check-in and updating a current value, an assistant like Claude can take some of that work, including creating objectives, key results and KPIs. Teams that check in from Microsoft Teams today should plan for the switch.

Step 5: Run the first check-in

Have everyone check in during the first week, so the rebuild gets tested while it's new.

• Decide each team's check-in day and template.
• Owners cover progress, confidence and blockers, by typing or recording a voice note.
• Review the weekly summary in the next team meeting.
• After several weeks, Insights shows how pacing, confidence and blockers are trending.
• Revisit the plan at the mid-quarter review.

Our weekly check-in template offers five prompts if your team wants a script.