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CSV Upload

Import Organization, Account, User, and NPS data via CSV Upload

Importing data via CSV file

If you have data that you're not able to import through the use of our integrations or Vitally's APIs, you can use the CSV Upload tool found in the Integrations Catalog.

What can I import via CSV?

  • Organizations and organization traits
  • Accounts and account traits
  • Users and user traits
  • NPS responses
If you have any other types of data that you would like our help importing into your Vitally account, please reach out to our support team via the in-app chat and we'd be happy to evaluate your request.

Format your CSV for import

Depending on the type of import, you'll need to include a couple of required columns on your CSV in addition to the traits you wish to update or create. View the different requirements and formats below:
Organizations
Accounts
Users
NPS Responses
Required Columns:
  • Organization External ID
Additional Traits: Include columns for any additional Organization traits you would like to update or create.
Example CSV:
externalId
name
industry
phoneNumber
47594e998e26
Acme Co.
Software
5551118888
582mv82sh7v2
Worldwide Inc.
eCommerce
5559997777
Required Columns:
  • Account External ID
Additional Traits: Include columns for any additional Account traits you would like to update or create.
Linking to an Organization (requires Account Hierarchy): You can link your Accounts to a parent Organization by mapping the column that contains your Organization's External ID. Note that if Vitally does not find that Organization in our system the Account will still be created but not linked to an Organization
Example CSV:
externalId
name
industry
phoneNumber
47594e998e26
Acme Co.
Software
5551118888
582mv82sh7v2
Worldwide Inc.
eCommerce
5559997777
Required Columns:
  • User External ID
Additional Traits Include columns for any additional User traits you would like to update or create.
Example CSV:
externalId
name
email
role
3572f345n33
Tina Smith
Owner
1ws8g46a2a1
John Doe
CSM
Required Columns:
  • [Survey] External ID
  • NPS Score
  • User [External] ID
  • Timestamp
  • Feedback
Example CSV:
surveyID
score
userId
timestamp
feedback
53982e90j34
10
3572f345n33
2021-08-13T14:08:50.000Z
I love Vitally!
42780e80x45
9
1ws8g46a2a1
2021-07-05T06:42:50.000Z
Great features
Survey ID must be a unique ID

Data formats for Vitally's Trait types

Trait Type
Example
Formatting Notes
String
Company Name
Short text string. All characters supported.
Number
5500.00
Numbers and decimals only.
Do not include commas, currency symbols, underscores, hyphens, etc.
Date Datetime
2022-10-28T15:53:33Z
Recommended: ISO8601 format. We will attempt to parse other familiar formats when possible i.e. 10/28/2022
Boolean
true or false
All lowercase, no quotes. null is also a supported value.
Multi-Select
single value: ["blue"]
multi-value: ["green", "red"]
Array formatting: must include the square brackets, quotes around the values, and comma-separated
Text Area
The text area trait is an open text field for long text entry. Great for sending text with multiple paragraphs, lots of text, carriage returns, etc.
Long text field. All characters supported.

How to upload data via CSV

Select your file to upload

  1. 1.
    Open the CSV Upload tool in the Integrations Catalog
    --- Settings > Integrations > CSV Upload
  2. 2.
    Click Add a New CSV
  3. 3.
    Drag-and-drop the CSV file or Select File from your computer
  4. 4.
    Select the type of Vitally data would you like to import from the selected CSV:
    • Organizations
    • Accounts
    • Users
    • NPS Responses
  5. 5.
    Select the CSV Columns that match the required Vitally Traits for the selected upload type (see requirements above)

Map existing Vitally Traits to CSV Columns to update values

For traits that already exist in Vitally that you are updating the values, select the Vitally Trait that maps to the CSV Column.

Create new Vitally Traits from CSV Columns

For new traits that do not yet exist in Vitally, you can create the custom Vitally Trait right within the CSV Upload tool.
  1. 1.
    Type in the name of the trait as you would like it displayed in Vitally
  2. 2.
    Select the new name at the top of the trait selector.

Click SAVE & IMPORT to begin the upload

Any CSV Columns that have the Vitally Trait field left empty will be ignored and excluded from the import.