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How to Copy Goals Between Viva Goals Organizations
Question details
The user wants to know how to transfer or clone goals and initiatives from one Viva Goals organization to a separate one.
- Product
- Microsoft Viva Goals
- Device & OS
- not provided
- Scenario
- Migrating OKRs (Objectives and Key Results) across completely different organizational tenants in Microsoft Viva.
- Observed behavior
- While cloning OKRs within the same organization is fully supported, there is no direct, built-in feature to copy goals between separate Viva Goals organizations.
Ensure you have administrator access to both the source and destination Viva Goals organizations before attempting any data migration or bulk exports.
Consult the Viva Goals Community for Official Migration Paths
Since direct cross-organization copying is currently restricted by Microsoft, posting in the official community hub is the best way to get an approved workaround.
Microsoft Viva Goals restricts cross-organization data transfers to maintain tenant security, data privacy, and accurate organizational mapping. For complex migrations, Microsoft specialists often provide tailored solutions or backend support.
Open your web browser and navigate to the official Viva Goals Microsoft Community Hub.
Log into the hub using your Microsoft 365 administrator credentials.
Create a new post detailing your need to migrate goals between distinct organizations. Be sure to specify the scale of your OKRs so specialists can recommend the most efficient export/import method.
Manually Export and Recreate Goals (Workaround)
If a direct clone feature is missing, you can export your current OKRs into a spreadsheet and manually recreate them in the new organization.
Boost Your Productivity with WPS Office
While planning the migration of goals between Microsoft Viva environments, you will likely need a reliable spreadsheet tool to export, clean, and organize your OKRs. WPS Office offers a completely free, lightweight, and highly compatible alternative to Microsoft Office.
Frequently Asked Questions
Can I clone an initiative within the same Viva Goals organization?
Yes, Viva Goals fully supports cloning goals, initiatives, and OKRs as long as they remain within the same organization. You can duplicate them by clicking the 'Clone' option located in the context menu (three dots) next to the specific goal.
Why is cross-organization copying restricted in Viva Goals?
Cross-organization copying is generally restricted due to Microsoft's strict tenant security and data privacy policies. Additionally, separate organizations usually have completely different user directories, team structures, and permissions, making a direct clone highly complex.
Is there a way to export my Viva Goals data?
Yes, users with the appropriate permissions can export OKRs and initiatives to Excel or CSV formats from within the Viva Goals dashboard. This serves as an excellent backup and provides a reference sheet if you need to manually migrate data to a new tenant.
