Profit.co→OKIARStill live, so export before anyone deletes it.

Migration guide · Profit.co

Profit.co migration: what you can export, and how to rebuild your OKRs in OKIAR

Facts checked October 27, 2026

Before you start: what to do while your account is live

Profit.co has no shutdown date, so the clock is your contract. Do three things before anyone cancels:

1. Ask a Profit.co super user to run every export in Step 1. According to Profit.co, only super users can create or delete accounts, and only super users can open Settings.
2. Pull anything you want through the API while you still pay. Profit.co's API access page says API keys and access keys need a current subscription to a paid plan.
3. Agree inside your company who deletes the account, and when. Deletion is permanent, so it should come last.

Step 1: Work out which Profit.co export you have

Profit.co has more export options than most OKR tools. Most of them are reports, though, and only one is a full OKR data file.

Export all OKRs (CSV)

Profit.co's export article says you open OKRs, click the More (⋯) menu and choose Export. You then pick your company's OKRs or All OKRs, and the view or fields you want. A pop-up confirms the request, and you download the file when it's ready. "All OKRs are exported in CSV format."

Pick every field you can. If you turned on OKR weightage or ranking, both appear in the file. OKIAR supports key result weights, so include the weightage. The same article notes that key result status now sits in one column, which combines lifecycle stage and health status.

Reports, slides and PDFs

The OKR Progress Presentation builds a slide deck for one department. A super user has to switch it on under Settings, OKRs, Views. Choose the "OKR List with Check-in Charts" style if you want check-in comments in the slides, and pick the deepest hierarchy: objectives, key results and child objectives. You can select more than one period.

Profit.co's October 2025 update added PDF export of OKR reports from Saved Views, the OKR List View and the Cockpit. Its August 27, 2026 update added a department reflection PDF, which lists the OKR hierarchy with name, owner, progress and status for each item. None of these is a data file, but the reflection PDF is a good check on how your goals were linked.

Tasks and reviews

Profit.co's backup article says tasks export to CSV or XLS from the Tasks menu. If you used Profit.co for performance reviews, export those from Performance, then HR Administration.

The API

Profit.co has a REST API, and its public reference lives at profit.dev. Keys sit under Settings, Security, API Access. An organization can keep up to five active access keys, each with its own scope, and a "Read only" key can't change data. Ask for one of those for the export. We couldn't read the endpoint list from outside, so we can't tell you whether the API returns check-in history. Ask your developer to check before the subscription ends.

If you have no file

Fall back on the presentation deck, the department reflection PDF and your last quarterly review. To start over instead, OKIAR's OKR examples offer templates for 16 teams.

Step 2: Check what your file contains

Profit.co doesn't publish the columns in its CSV, and the file changes with the view and fields you pick. Here's what its help pages do say:

• Weightage and ranking columns appear only if you turned them on.
• Key result status is one column, holding both the lifecycle stage and the health status.
• The Objective table view has a "Latest Check-in Comment" column, added in October 2025.

Before you plan the move, check four things:

1. Count the objectives and key results in the file, and compare the total with what Profit.co shows for the same period.
2. Find the column that links each key result to its objective, and each child objective to its parent. If you can't find one, use the reflection PDF or the deck to rebuild the links.
3. Look for owners who have left the company.
4. Look for check-in notes and comments. The help articles don't say the CSV holds check-in history, so assume it doesn't until you see it.

Moving to a tool other than OKIAR

Try a sample import of your Profit.co CSV with each vendor before any contract. On October 27, 2026:

• Tability's AI importer takes XLSX or CSV of any shape up to 10 MB, but users and teams must be added separately.
• Perdoo's goal import asks for its own CSV template or pasted text, at most 5 MB and 10,000 rows, and skips check-in history.
• Atlassian Goals has no bulk goal upload at all.

For seven tools compared, imports included, see the Profit.co alternatives page.

Step 3: Rebuild your current quarter in OKIAR

OKIAR's goal import can read the Profit.co CSV. The sign-up guide allows files up to 5 MB, in spreadsheet, CSV, PDF, Word, text or Markdown form. Owners, teams, parent links and key result weights all carry over. Import at sign-up or later, then edit the draft's objectives, key results, start values and targets before you accept it.

Only the current period gets rebuilt. Earlier periods stay in your Profit.co files.

1. Sign up on the free beta, which needs no card and has no member limit.
2. Upload this period's CSV, filtering the export to one period if it's over 5 MB. Look at each proposed objective and key result before accepting.
3. Map the imported teams to your Profit.co departments, then invite people as Admin, Manager, Contributor or Viewer.
4. Rebuild the company and team nesting from Profit.co, using the reflection PDF if the CSV has no parent column.
5. Check each key result's start, current value, target, unit and weight.
6. Turn metrics you always track, such as revenue or churn, into KPIs.
7. Connect Slack.
8. Compare objective, team and person views with your deck or PDFs and correct owners or links that differ.

Where each Profit.co field goes in OKIAR

Statuses in OKIAR

Profit.co statuses can stay behind. OKIAR calculates status from pacing; the objective guide explains this as progress so far compared with the progress you'd expect by now in the period. Overrides are allowed.

With each check-in an owner can give a confidence score from 0 to 10.

Step 4: Replace your Profit.co integrations

Profit.co's integrations page lists more than 100 native integrations, including Jira, Slack, Google Workspace, Microsoft Teams, Salesforce and Zapier, so that key result progress updates automatically. None of those connections comes with your file.

Owners now type progress in. Using OKIAR's MCP and its 14 tools, an assistant such as Claude can create objectives, key results and KPIs, update a current value or file a check-in for them. Say so before the first check-in.

Step 5: Run the first check-in

Schedule a check-in for your first week.

Pick a check-in day and template for every team. Owners then report progress, confidence and blockers, typed or spoken, and the team reads the weekly summary when it next meets. After a few weeks Insights shows pacing, confidence and recurring blockers, which feed the mid-quarter review.

Our weekly check-in template has five reusable prompts.