The easiest way to get a clean import is to prepare your spreadsheet before you upload it. Follow the guidance below to format your data correctly, then use the step-by-step guide to complete your import.
Getting yourself ready for an import
Before you import, we would recommend starting with just 5 records and ensuring that you are happy with the result before importing 100+ feedback at once.
Some spreadsheet formatting tips:
Date format – We support 3 different date formats yyyy-mm-dd hh:mm:ss , yyyy-mm-dd and mm/dd/yyyy please make sure your dates look like this before uploading your CSV.
Spreadsheet size limit – There is a limit of 4000 rows per import (1000 for trial accounts), this means if you have a total of 6500 rows we'd recommend splitting them into 2 separate files and importing that way.
Not sure how to format your spreadsheet or want to get some practice with sample data? Contact us directly, we're happy to help!
How to import Feature Requests using a CSV
Navigate to your Portal settings, click the 'Import' Tab and select ' Import from CSV
Upload
Select a .csv file to upload, or drag and drop your CSV file into the designated square at the center of the page.Mapping & Preview
Use the drop-down boxes at the top of each column to match each data type to Userback's data structure. The auto-recognition feature will automatically match the column headers to the fields in Userback. For any unrecognized headers, manually select the appropriate fields.Finish
Click the "Import X feature requests" button at the top. Confirm the prompt to finish your import.
What data can be imported
🚩 This is a required field and cannot be skipped or ignored.
Available on Company, Scale, and Premium Plans
Frequently Asked Questions
Q: Can I skip columns to be ignored from the import?
A: Yes, choose the Skip option for columns you'd like us to ignore.
Q: What if some of my data is wrong or fails to import?
A: Don't worry, we'll import the correctly formatted data and provide a download link for the ones that were skipped. Check out the date format section above as this is the most common skip reason.
Q: Are system fields created when importing data?
A: No, head to Categories or Statuses and make sure they exist before importing your data. If there is no Status or Category provided, we'll ignore the category and set the Status to Open.
Q: Can I roll back or delete an import?
A: To delete imported feedback, open the Feedback page. Filter your feedback by Source: CSV Upload and use the Select all toggle to bulk select and delete CSV imported feedback.