Integrate with Viva Goals

You can measure your OKRs progress by connecting your new or existing OKRs with an Azure Data Explorer database.

1. Select Azure Data Explorer from the list of integrations available. Using the dropdown at the top of the dialog, select the appropriate connection. This connection defines the Azure Data Explorer cluster that contains your target database. If the connection you require is not shown, you can create a new connection (see below).

2. Once you have selected your Azure Data Explorer connection, provide the database name (e.g., ‘DataBaseName’) and the KQL query. Your query must return a single numeric value.

   Note: The connection and the database establishes the context from which your query will be executed. The user who sets up the connection must have access to any of the clusters/databases called from within the query.

3. Select Next to finish and save your OKR. You’ll now see the Azure Data Explorer icon next to the OKR‘s progress indicator. This means Viva Goals will automatically measure the progress based on the data updates in the report.

1. In Viva Goals, select Create Initiative (“Initiative” may be “Project” depending on your Viva Goals settings) and follow the steps in How to enable Azure DevOps Integrations with Initiatives to connect and automatically track progress in Viva Goals with data from Azure DevOps.

2. Go to an Azure DevOps work item.

3. Select the Viva Goals tab.

   Notes: If you don't see the Viva Goals tab it could be because of one of two reasons:

   • Your work item form has a custom layout. Follow the steps in Add extensions in work item form via work item type definition xml.

   • A custom process is blocking the extension. From Azure DevOps Organization Settings, go to Boards and select Process. Then enable Viva Goals to Show on layout.

4. If the work item is directly connected or aligned to a work item that is connected to an initiative in Viva Goals, you'll see alignment information under Viva Goals. You can select any aligned OKR to view progress, perform check-ins, add comments, and directly from Azure DevOps.
   
   If your work item is not aligned to a Viva Goals initiative, select Add Project in Viva Goals to go to Viva Goals in a browser. Refer back to steps 1 and 2 to get started.

1. Connect Amazon Redshift to your Viva Goals account.

2. The first step to set up Amazon Redshift integration is to connect your account to Viva Goals. In the sidebar, select Admin, and then select Integrations.

3. In the Integrations section, go to Amazon Redshift and select Manage.

4. Select New Connection. In the dialog box that opens, enter a name for your connection, your Amazon Redshift hostname, and the port, user, password, and database to connect to authenticate the connection.

5. Select Next to complete connection setup.

Once setup is complete, users in your organization can follow these steps to link their OKRs to Asana projects:

1. While creating (or editing) an objective or key result, select Add an integration.

2. From the list of integrations, choose Asana.

3. Next, select the Connection. If there are multiple connections, select the name of the project to link that project to the objective.

4. To further filter the list of tasks or subtasks, select tasks assigned to a user or pick tasks that have a specific status.

5. Select Next to finish and save your OKR. You should now see an Asana icon next to the OKR. Viva Goals will automatically count the finished blog posts. The OKR syncs automatically every hour. To refresh manually, select refresh.

After setup is complete, users in your organization can link the success of their OKRs directly to data in BigQuery cloud datasets.

1. When you create or edit an objective or key result, select Connect data source to auto-update progress.

2. From the list of integrations, select BigQuery.

3. If you already created a BigQuery connection, or an administrator in your organization shared a BigQuery connection with you, that connection will be automatically selected. If no connections were already created or shared, Viva Goals will prompt you to add a new connection.

4. Add the BigQuery SQL query that will return a single-valued numeric value. This value will be connected to the OKR's progress or KPI depending on how the OKR is measured.

5. Select Next to finish and save your OKR. You should now see a BigQuery icon next to the OKR. The OKR will sync automatically every hour, but you can also select refresh to refresh it manually.

After you enable the integration, the next step is to configure a Box connection.

1. Select the Add Objective button to create an objective.

2. Open the newly created objective and select Edit within the More option.

3. Under Progress, select Automatically from a data source and choose Box from the search menu.

4. To add a new connection between Viva Goals and Box, sign in with your Box credentials.

5. A dialog opens where you grant access to Box to integrate with Viva Goals. This access allows Viva Goals to read and download files from your Box account.

A Viva Goals admin can follow these steps to enable Domo Integration:

1. Go to Viva Goals integrations page: Admin > Integrations.

2. Enable the Domo integration in the Data Integrations category.

The integration can also be disabled at any time from the same section.

After the connection is configurated, users can Edit their Viva Goals OKRs to set up a Data Link to directly track progress from their Domo datasets.

1. When you create/edit an objective or key result, select Add an integration. Select Domo from the list of integrations.

2. If a Domo connection isn't already configured, Viva Goals lets the user configure a connection. If one is already configured, Viva Goals lets users select a connection and set up a data link.

3. In the dialog that appears, follow the prompts to set up the Domo data link.

4. Select Connection, enter the DataSet-ID and your KPI from the list of measures/dimensions available in the selected dataset.

   Note: To obtain the DataSet-ID: Log in to your Domo instance and select the Dataset name mentioned under the card.

5. Copy the 36-character DataSet-ID from the URL of the DataSet page.

6. If there are multiple values for the KPI and you have the close rate for all your sales team members as part of the Domo dataset, you can apply a function (sum/average/count) on the set of values. For example, average of close rate for the entire sales team.
   
   Or, apply any available dataset fields as Filters. For example, filter a particular AE name.
   
   Viva Goals displays the final KPI value for your reference before saving the data link setup.

After setup is complete, users within your organization can link their KRs to any Dynamics 365 metric by connecting to a view or report in Dynamics 365.

1. When you create (or edit) a KR, go to the Progress section and select Automatically from a data source.

2. From the list of integrations, select Dynamics 365. If you have multiple Dynamics 365 connections, select the connection that your view is associated with before you select the App. Screenshot of selecting the Dynamics 365 option for a key result.

3. In the App field, select the Dynamics 365 app of your choice to connect its metrics with a KR.

4. Select the entity within the app that measures the metric’s progress. Screenshot of configuring the site map.

5. Search for the View you want to connect to.

6. Select the Column from the view you want to designate as the measure of success. The available fields will vary based on the configuration of the view you select. Screenshot of configuring the column.

7. Select the Aggregation based on the type of KR View and how you would like to compute the progress.

8. Select Next and then Save to complete the update of your OKR.

You should now see a Dynamics 365 icon near to the KR progress bar. The KR will automatically sync every hour. To refresh it manually, click the Dynamics 365 icon and pick Sync now.

After you enable the integration, the next step is to configure an Excel Online connection.

1. Select New Connection, and sign in to your Excel account.

2. Provide a name for the connection.

3. It's optional to share this connection with other users in the organization. Select Next to get running with this integration. You can edit the saved connection at any time.

Viva Goals lets you connect to multiple Excel sheets. Select New Connection to fetch data from another sheet. You differentiate these connections by name. The names will be displayed to other users when they link their OKRs with Excel Online data.

Here's how to add a personal API token from the My profile section in Favro. This procedure will generate an API token for your Favro account that you can use to integrate with Viva Goals.

1. In the upper-left corner, select your account dropdown.

2. From the drop-down menu, select My profile.

3. On your My profile page, select the API Tokens tab.

4. Select the Create new token button.

After you configure the connection, the next step is to link OKRs to GitHub repositories.

1. When you create or edit an OKR, select Connect data source to auto-update progress. From the drop-down menu, select GitHub.

2. If you already created a connection, or if your administrator shared a connection with you, that connection will be selected automatically. Viva Goals will prompt you to create a new connection only if there are no connections already created or shared.

3. Select the method that you want to use to measure progress, percent complete or KPI(success metric). If you choose KPI, provide a metric, starting value, and target value.

4. Select a connection, and all the associated repositories will be available in the dropdown. Select a repository and a Milestone.

5. Select an Assignee for issues that are being handled by a specific user. Select the custom labels as applicable.

6. You can track the status of issues that are closed and open. Select an appropriate status.
   
   The progress will be computed based on the count of issues, if you chose KPI metric to track progress, or based on the percentage of issues closed, if you chose percent complete to track progress.

   Note: If you choose percent complete to track progress, the progress will be computed only based on the percentage of issues resolved. On the other hand, if you want to keep track of the issues that are open as well, you will have to choose a KPI metric to track progress.

7. Go to Next and select Save.

You've now linked your objective to a repository in GitHub to track the progress of your issues and automatically update the status of the corresponding OKR.

The following colors of the progress bar indicate the status of the objective:

• If the progress is 0 to 25 percent less than the expected progress at any point in time, the OKR status is behind, and the progress bar will be orange.

• If the progress is more than 25-percent less than expected at any point, the OKR status is at risk, and the progress bar will be red.

After you configure the connection, the next step is link OKRs to your GitLab projects.

1. When you create or edit an OKR, select Automatically from a data source. From the drop-down menu, select GitLab.

2. If you already created a connection, or if your administrator shared a connection with you, that connection will be selected automatically. Viva Goals will prompt you to create a new connection only if there are no connections already created or shared.

3. Select the method you want to use measure progress, percent complete or KPI (success metric). If you choose KPI, provide a metric, starting value, and target value.

4. Select a connection, if there are multiple connections. All associated projects will be available in the drop-down. Choose a project and select a Milestone.

5. Select an Assignee to track issues that being handled by a specific user. Select the custom labels as applicable.

6. Select an appropriate status to track the status of issues that are closed/open. This option is applicable only to KPI-type OKRs.

7. You can also directly search issues by typing in the issue ID or issue title or select them from the dropdown in the Issues field. You can also select multiple issues and connect them to the OKR.

After you configure the connection, the next step is link OKRs to your Google Sheet.

1. When you create or edit a Key Result, select Automatically from a data source. From the drop-down menu, select Google Sheets.

2. If you already created a connection, or if your administrator shared a connection with you, that connection will be selected automatically. Viva Goals will prompt you to create a new connection only if there are no connections already created or shared.

3. Select the spreadsheet you want to use, followed by the sheet, column, and row number of the cell you would like to link to the metric.

4. Select Next to save your key result.

Once the integration is enabled, your team can link a Hubspot metric with an OKR:

1. When you add or edit an objective or key result, you can choose to measure progress by KPI or % complete. Select HubSpot from the list of integrations available.

2. Create or select a connection. If multiple connections are listed, select the connection that you want to use.

3. Select the product type that you want to integrate with. Currently, Viva Goals integrates with Marketing Hub and Sales Hub.

After you enable the integration, the first step is to configure a Jira connection:

1. Select New Connection, and provide a name for the connection.

2. Add the Server URL of your Jira account.

3. For Jira instances in the cloud, enter the email address and the application programming interface (API) token associated with your Jira account. See the instructions to generate an API token for your Jira cloud account.

4. Select Next to get the integration running. You can edit the saved connection at any time.

In most cases, one connection is enough. But Viva Goals allows you to connect with multiple Jira instances. Select New connection to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Jira stories.

In the Connections section, select New Connection. In the dialog that appears, enter the name of the connection and the application programming interface (API) that you get from your Looker administrator. You can optionally choose to share the connection with other users in the organization and select Save. You can also edit the saved connection at any time.

After Mode integration is set up, connect your OKRs in Viva Goals with a corresponding report in Mode to measure OKR progress:

1. Go to the list of integrations available and select Mode. If multiple Mode connections are listed, choose the connection you want to use.

2. Next, map the OKR to the report and query of your choice.

3. Select Next to finish and save your OKR. You'll now see the Mode icon next to the OKR's progress indicator, which means Viva Goals will automatically measure the progress based on the updates in the corresponding report in Mode.

After the monday.com integration is set up, you can connect your Viva Goals OKRs with a corresponding board in monday.com to measure your OKR progress:

1. Go to the OKR of your choice. In the Progress section, select the Automatically from a data source option.

2. Select monday.com from the list of integrations available. If multiple monday.com connections are already listed, choose the connection you want to use or create a new one.

3. Select the board, group, and assignee you want to connect to, and map the status column based on which OKR progress should be tracked to.

4. Select Next to finish and save your OKR. You'll now see the monday.com icon next to the OKR's progress indicator, which means Viva Goals will automatically measure the progress based on item updates in the corresponding board in monday.com.

After your integration is set up, you can measure your OKR progress by connecting your OKRs with a Microsoft SQL Server database.

1. Select MS SQL Server from the list of integrations available. If there are multiple connections listed, choose the connection that you want to use.

2. Next, choose your query type. To add your query directly, select the SQL Query option. Or choose the Stored Procedure to add a stored procedure query.

3. Next, add your query and validate the response.

4. Select Next to finish and save your OKR. You'll now see the MS SQL Server icon next to the OKR's progress indicator. This means Viva Goals will automatically measure the progress based on the data updates in the report.

After you configure the connection, the next step is to link OKRs to your MySQL databases.

1. When you create or edit an OKR, select Connect data source to auto-update progress. From the drop-down menu, select MySQL.

2. If you already created a connection, or if your admin shared a connection with you, that connection will be selected automatically. Viva Goals will prompt you to create a new connection only if there are no connections already created or shared.

3. Select the method you want to use to measure progress, percent complete or KPI (success metric). If you choose KPI, provide a metric, starting value, and target value.

4. Select a connection, and provide the MySQL query. This query will return a single numeric value, and this value will be tied to OKR progress.

5. Validate the query by using the query result.

6. Go to Next > Save. You should see the MySQL icon right next to your OKR. Sync occurs every hour. To manually initiate the sync, select the MySQL icon, and then the refresh icon.

You've now linked your objective to a database in MySQL to update the status of the corresponding OKR automatically based on the data present in the connected database.

The following colors of the progress bar indicate the status of the objective:

• If the progress is 0 to 25 percent less than the expected progress at any point in time, the OKR status is behind, and the progress bar will be orange.

• If the progress is more than 25 percent less than the expected progress at any point, the OKR status is at risk, and the progress bar will be red.

After your integration is set up, you can connect your new or existing OKRs with a board in Planview Projectplace measure the progress of your OKRs:

1. When you add or edit an objective or key result, choose to measure progress by Percent Completed.

2. Select Planview Projectplace from the list of integrations available. If there are multiple connections listed, choose the connection you want to use.

3. Next, map the OKR to the project, board, assignee, due date, and activity of your choice.

4. Select Next to finish and save your OKR. You’ll now see a Planview Projectplace icon next to the OKR‘s progress indicator, which means Viva Goals will automatically measure the progress based on the number of cards moved to the Done list (Completed state).

5. The OKR syncs automatically every hour. You can also select Sync Now to refresh it manually.

After you configure the connection, the next step is link OKRs to the PostgreSQL databases:

1. When you create or edit an OKR, select Automatically from a data source to Microsoft AutoUpdate progress. From the drop-down menu, select PostgreSQL.

2. If you already created a connection or if your administrator shared a connection with you, that connection will be selected automatically. Viva Goals will prompt you to create a new connection only if no connections were previously created or shared.

3. Choose the method that you want to use to measure progress, percent complete or KPI (success metric). If you choose KPI, provide a metric, starting value, and target value.

4. Select a connection and provide the PostgreSQL query. This query will return a single numeric value, and this value will be tied to the OKR progress.

5. Validate the query by using the Query Result.

6. Select Next > Save. You should be able to see the PostgreSQL icon next to your OKR. Sync happens once every hour. You can also select the PostgreSQL icon and then the refresh icon to initiate a manual sync.
   
   You've now linked your objective to a database in PostgreSQL to update the status of the corresponding OKR automatically based on the data in the connected database.

     The colors of the progress bar indicated the status of the objective:

• If the progress is 0 to 25 percent less than expected at any point in time, the OKR status is behind, and the progress bar will be orange.

• If the progress is more than 25 percent less than expected at any point, the OKR status is at risk, and the progress bar will be red.

After setup is complete, users in your organization can link the success of their OKRs to fields in Salesforce reports.

1. When you create (or edit) an objective or key result, go to the Progress section and select Connect to a Data Source.

2. From the list of integrations, select Salesforce.

3. Search for the report you want to connect to. If you have multiple Salesforce connections, select the connection that your report is associated with before you search for the report.

4. Select the field you want to designate as the measure of success. The available fields will vary based on the configuration of the report you select.

5. Select Next and then Save to complete the update of your OKR.

You should now see a Salesforce icon next to the OKR. The OKR will sync automatically every hour. To refresh it manually, go to the cloud icon and select Sync.

After setup is complete, users in your organization can link the success of their OKRs directly the data in a Snowflake warehouse.

1. When you create or edit an objective or key result, select Connect data source to auto-update progress.

2. From the list of integrations, pick Snowflake.

3. If you already created a Snowflake connection or an administrator in your organization shared a Snowflake connection with you, that connection will be automatically selected for you. If there are no connections previously created or shared, Viva Goals will prompt you to add a new connection.

4. Add a Snowflake SQL query that will return a single-valued numeric value. This value will be connected to the OKR's progress or KPI depending on how the OKR is measured.

5. Select next to finish and save your OKR. You should now see a Snowflake icon next to the OKR. The OKR will sync automatically every hour. You can also select refresh to refresh it manually.

The colors of the progress bars indicate the status of the objective.

• If the progress is 0 to 25 percent less than expected at any point in time, the status is behind, and the status bar will be orange).

• If the progress is more than 25 less than expected at any point in time, the status is at risk, and the status bar will be red.

After setup is complete, users in your organization can link their OKRs to Trello boards.

1. When you create (or edit) an objective or key result, select Connect data source to auto-update progress.

2. From the list of integrations, choose Trello.

3. If you already created a Trello connection or an administrator in your organization shared a Trello connection with you, that connection will be automatically selected for you. If there are no connections already created or shared, Viva Goals will prompt you to add a new connection.

4. After you select or add a connection, select the Trello Board that has the cards data that you want to connect to an OKR.

5. After you select the Trello board, you can further filter the list of cards by selecting one or more of the following criteria:

• Cards belonging to a specific list

• Cards assigned to a specific owner

• Cards with a specific label

• Cards with a specific completion status

For example, say you want to measure the number of blogs completed as a key performance indicator (KPI) in Viva Goals. If there are completed blog post cards in the Finished column of your Trello board, you can select Finished from the list of options in the Board List dropdown.

If you have the completed blogs marked as labels in Trello instead, you can select the label that you use to mark cards as completed from the Labels dropdown. You can also use labels to filter specific cards that belong to a category or subcategory.

You can also filter based on completion status. You can filter cards that have due dates and that are marked as completed or not completed. To select cards with any status, choose Any.

% Completed versus KPI

Viva Goals will track progress based on whether the objective was measured by KPI or percent complete. For KPI-based objectives, progress will be computed based on the number of cards that match your filters and the configuration. An objective like "Complete 10 blog posts" falls into this category.

For percent complete-based objectives, Viva Goals will compute the progress based on the percentage of cards that have a Completed status to the total number of cards that match the filters and the configuration. In this case, a good example is a board with a list of cards that maps to an initiative, and you want to measure the progress of the initiative over time.

1. Select Next to finish and save your OKR. You should now see a Trello icon next to the OKR/ Viva Goals will now automatically count up the finished blog posts. The OKR syncs automatically every hour. To refresh it manually, select refresh.

1. Navigate to https://zapier.com/app/zaps and sign-in.

2. Select on Create Zap and start by selecting an app for the Zap’s trigger. Go on to choose the app’s trigger event and connect with Trello as we're tracking Beta customers for our mobile app as a checklist in Trello. Once you’re done setting up your trigger, select on Continue to set up the action.

3. When you’re setting up your Zap’s action, select Microsoft Viva Goals from the App & Event dropdown. Select Create a Check-in from the Event and select on Continue.

4. Select on the Connect to New Account option. You'll then be prompted to connect to a Viva Goals account.

5. You should then get a pop-up window from Viva Goals asking you to sign-in to authorize the connection between your Viva Goals account and Zapier.

6. After logging in, you'll get sent back to your zap where you now have your Viva Goals account connected.

7. Choose the Key Result to which you want to connect, select the metric’s progress that should be tracked to make check-ins, and add additional notes or comments if any.

Now when viewing the connected key results in Viva Goals, you'll see an icon next to the progress bar, and be able to see the activity updates from Zapier in the activity section.