SAP Knowledge Base Article - Public

3099156 - Transfer Goal Plan Templates Between Instances Using the Configuration Center - Goal Management


As of the 2H 2021 Release, it is now possible to copy and transport Goal Plan templates from one tenant to another using Configuration Center.

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  • SAP SuccessFactors Goal Management
  • SAP SuccessFactors HXM Suite


Prerequisites for Using Configuration Center

Please refer to the Configuration Center Admin Guide for the list of administrative role-based permissions required to access and use Configuration Center.

For Talent templates (Goal Management, Performance Management, and 360 Multi-rater)

Go to Admin Center > Platform Feature Settings > Enable "Manage talent templates in Configuration Center":

Manage Talent templates in Configuration Center.png

Pairing the Source Tenant with the Target Tenant

  • To transfer configurations from one tenant to another, you must first pair the source tenant with the target tenant.
  • For instructions on how to pair the source & target tenants, please follow the steps in the Configuration Center Admin Guide.

Transporting Goal Management templates

Source Tenant

  1. Go to Admin Center > Configuration Center
  2. Under View Configurations > select the Transport Mode tab
  3. In the Configuration Area select Talent
  4. Select Goal Management > Manage Templates: 

GM - Manage Templates - Transport Mode.png

  1. Check the Templates that will be transported
  2. This will open the Create New Bundle dialog - enter a name for your transport bundle and click Create:

Configuration Center - Create a New Bundle.png

  1. Click on Initiate Transport
  2. Select the target tenant and click Continue

Transport - Select Target instance to pair.png

  1. In the Review page is a summary of the transport bundle - click on Transport to create the transport job.
  2. Go to Manage Transports tab to view the submitted job and status: 

Manage Transports - Export requests initiated from tenant.png

Target Tenant

  1. Go to Admin Center Configuration Center
  2. Select Manage Transports > Imported tab
  3. Click on the actions icon next to the bundle and click on Validate

Manage Transport Import - Validate import request.png

  1. Once the request is validated, click on Import.  If you previously validated and there were errors, click on View Report and correct the errors. Then you can validate again and Import:

Manage Transport Import - options.png

  1. When the import is done, verify that the template is now available in Manage Templates in the target tenant: 

Imported Template under Manage Templates.png

Additional Information

  • It is not possible to transport Goal Plan XML templates between tenants when they are on different versions of Goal Management i.e. the source tenant is on legacy version and the target tenant is on the latest version.
  • When transporting a Goal Plan Template where the plan ID already exists on the target environment, the transport will overwrite the template.

See Also

  • Guide - Configuration Center
  • 3056699 - Transfer PM forms between Instances using the Configuration Center - Performance Management


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