Viva Goals integrations overview

Viva Goals support integration with industry-leading tools and platforms you use every day, so your OKR implementation process is as simple, effective, and seamless as possible. Don't switch away from the tools you love, and don't waste time switching back and forth. Use integrations to automatically update OKRs when your work gets done and foster ongoing feedback on your goals.

How to enable integrations

To activate a specific integration, go to Admin > Integrations and select Enable .

How to view integrations

At the integrations page, there are two views you can use to see the available integrations:

  • The list view is a clean, compact view of all integrations with a call-to-action button to enable or manage the integration.

  • The detail-driven grid view provides links to the corresponding help article and to contact support.

You'll see the grid view by default. To toggle between the two views, select the icons in the upper-right corner of the page.

How to create connections

To set up a connection, select Enable on the integration you want to set up a connection for, and then follow the setup steps.

Remember that only admins can edit connections.

To make connections public (usable by everyone in the organization) or private, toggle the Share connection checkbox. Users will be able to see their private connections, followed by their public connections (if any).

Data update frequency for integrations

Viva Goals checks for new data about once per hour. You can also trigger a sync manually.

Note

When you do this, make sure the OKR or project is already integrated with one of the integration tools.

  1. Select the integration icon next to the progress bar of an OKR or project.

  2. Select the refresh symbol.

How to edit an integration

There are three ways to edit an integration:

  • Against a specific key result, go to More Actions icon > Edit. You'll find an option to Edit the integration on the Connect data source to auto-update progress dropdown.

  • For a simpler way to edit the integration, select the Integrations icon next to the progress bar and then select Edit integration from the pop-over window.

  • From the quick-view window, select the Integrations icon and then select Edit integration.

Integrations supported in Viva Goals

The following is a list of all the integrations currently available in Viva Goals:

Amazon RedShift        • Mode

Asana                           • Monday.com

Azure DevOps             • MS SQL Server

BigQuery                      • MySQL

Box                                • MS Teams

Domo                            • Planview Projectplace

Excel Online                 • PostgreSQL

Favro                             • Salesforce

GitHub                          • Smartsheet

GitLab                           • Snowflake

Hubspot                        • Tableau

Jira                                • Trello

How to disable an integration

To disable an integration, select Manage, and then select Disable integration from the Change dropdown.

Note

OKRs that currently use the connection will no longer be able to sync.