CSV Import
The CSV import modal is a powerful way to load data to folders
Last updated
The CSV import modal is a powerful way to load data to folders
Last updated
Launch the CSV Import modal by:
Click "Add data" in the top bar navigation
Click "Import" from any folder page
Follow these steps to initiate your import:
The only required field is to map at least 1 folder submission.
Find the column with the text you want analyzed and map it to the correct folder in CustomerIQ.
Beyond folder submissions, it is recommended to add as many available CustomerIQ fields as possible to make for more thorough analysis in the future.
Confirm the import name and select "Finish import"
You should see the data flowing in and highlights being extracted automatically where applicable.
