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Importing by using a file

You can use the file select option (top right) or drag and drop a file.

A file can have a header or not. Important is that the header column names comply with the correct field names as they are shown in the import table or with the exact question or field descriptions in your language. So you have multiple options to correctly import the file:

  1. Avoid the header altogether and import the file and than choose the correct header in the data importer

  2. Pre generate the proper csv template by selecting the columns copy your data in and than import it back. So you can use a standard template

  3. Open the provided client/cb Excel and copy the right field names into the table for auto recognition

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Quick entry is available for

  • Processes and all

  • All types of sites

  • Customer KPIs and CSRs

  • Projects