Uploading a CSV file

Let’s explain how we use each field so you can prepare your CSV file for upload.

Prepare your file with the following columns...

Tips

  • The minimum columns needed are Date and Description. Everything else is optional. Filters will be provided for every other property. (E.g. Reporter or Product Area)

  • If your CSV includes several fields detailing feedback E.g. “Notes” or “Comments”, you can assign more than one column for description when uploading feedback.

  • If the individual reporting your feedback is a customer, select reporter not customer, when mapping.

  • If the feedback is coming from a company (as opposed to an individual) select Customer when mapping company names.

  • Ensure that your first row is not blank within your CSV file.

  • The order your columns appear doesn’t matter.

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