CSV Upload
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.
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.
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:
Required Columns:
Account External ID
Account Name
Additional Traits: Include columns for any additional Account 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:
User External ID
User Full Name
User Email
Additional Traits Include columns for any additional User traits you would like to update or create.
Example CSV:
accountId | name | role | |
3572f345n33 | Tina Smith | Owner | |
1ws8g46a2a1 | John Doe | CSM |
Required Columns:
Account External ID
NPS Score
User External ID
Timestamp
Feedback
Example CSV:
accountId | score | userId | timestamp | feedback |
47594e998e26 | 10 | 3572f345n33 | 2021-08-13T14:08:50.000Z | I love Vitally! |
582mv82sh7v2 | 8 | 1ws8g46a2a1 | 2021-07-05T06:42:50.000Z | Great features |
Open the CSV Upload tool in the Integrations Catalog
--- Settings > Integrations > CSV Upload
Click Add a New CSV
Drag-and-drop the CSV file or Select File from your computer
Select the type of Vitally data would you like to import from the selected CSV:
Accounts
Users
NPS Responses
Select the CSV Columns that match the required Vitally Traits for the selected upload type (see requirements above)
For traits that already exist in Vitally that you are updating the values, select the Vitally Trait that maps to the CSV Column.
For new traits that do not yet exist in Vitally, you can create the custom Vitally Trait right within the CSV Upload tool.
Type in the name of the trait as you would like it displayed in Vitally
Select the new name at the top of the trait selector.
Any CSV Columns that have the Vitally Trait field left empty will be ignored and excluded from the import.
