You can easily import your Feature Requests to the Feedback Portal from CSV spreadsheet files, allowing you to bring feedback from other platforms and making setup a breeze.

Before getting started, we suggest looking at our getting ready for import section and understanding what can be imported.


Import Feature Requests with a CSV

  1. Go to Feedback Portal settings.

  2. Scroll down and find the Import section.

  3. Click the Import from CSV button

    Upload πŸ“€

  4. 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 βœ…

  5. 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 header to the fields in Userback, just manually select those that aren't recognized automatically

    Finish πŸŽ‰

  6. Click the Import X feature requests button at the top and confirm the prompt to finish your import. A confirmation dialogue will appear


FAQ πŸ’¬

Can I skip columns to be ignored from the import?

Yes, choose the Skip option for columns you'd like us to ignore.

What if some of my data is wrong or fails to import?

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 below as this is the most common skip reason.

Are system fields created when importing data?

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.

Can I roll back or delete an import?

To delete imported feedback, open the Feedback page with the Inbox view. Filter your feedback by Source: CSV Upload and use the Select all toggle to bulk select and delete CSV imported feedback.


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!

What data can be imported?

Name

Format

Title 🚩

Title of the feature

Short text

ex. Accept BTC

Description 🚩

Short description of feature

Long text

ex. Add bitcoin as a payment option

Status

Current status of feature

System field (optional)
Manage statuses

Vote

Total votes a feature has received

Number (optional)

ex. 42

Category

Category/tags of feature

System field (optional)

Priority

Feature priority

System field (optional)

ex. Urgent or Low, Neutral, High

Create date

Date feature was requested

Date (optional)

ex. 2022-06-05T22:39:05.461Z

Reporter name

Who requested the feature?

Text (optional)

ex. Richard Hendricks

Reporter email

Does the requester have an email?

Email (optional)

ex. rhendricks@piedpiper.com

Screenshot URL

Image or screenshot of feature

URL (optional)

ex. https://i.imgur.com/h6oXc0C.png

🚩 This is a required field and cannot be skipped or ignored.


πŸ” Who is this article for?

Plans

Solo βœ”

Startup βœ”

Company βœ”

Premium βœ”

User type

Client

Collaborator

Admin βœ”

Owner βœ”

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