CSV Uploads Overview
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
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 contact our support team via the in-app chat, and we'd be happy to evaluate your request.
CSV Formatting
Depending on the import type, you must include a couple of required columns on your CSV and the traits you wish to update or create. View the different requirements and formats below for each object.
Trait Type | Example | Formatting Notes |
String | Company Name | Short text string. All characters are 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 *It is not recommended to format 28/10/2022 (day being the first number) |
Boolean |
| All lowercase, no quotes. |
Multi-Select | single value: multi-value: | 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 entries. Great for sending text with multiple paragraphs, lots of text, carriage returns, etc. | Long text field. All characters are supported. |
Organizations
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 |
Accounts
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 |
Users
Required Columns:
User External ID
Additional Traits Include columns for any additional User traits you would like to update or create.
Linking Users to an Account or Organization: You can link your Users to Accounts and/or Organizations by mapping the column that contains your Account or Organization External ID.
Note that if Vitally does not find that Account or Organization in our system, the User will still be created but not linked to an Account or Organization
Example CSV:
externalId | name | role | accountExternalId | |
3572f345n33 | Tina Smith | Owner | 6f241cea | |
1ws8g46a2a1 | John Doe | CSM | f7269e11 |
NPS Responses
Required Columns:
Survey External ID
User External ID
NPS Score
Timestamp
Feedback
The survey External ID must be a unique ID
Example CSV:
surveyexternal_ID | score | userexternal_ID | 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 |
When uploading the NPS CSV into Vitally, you'll map the columns below:
How to upload a CSV
How To | How To Visual |
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Creating a New Custom Trait via a CSV
For new traits that do not yet exist in Vitally, you can create the custom Vitally Trait right within the CSV Upload tool.
Follow all the steps above on How to Upload a CSV up until Step 7
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
Once done mapping all your traits, select SAVE AND IMPORT
Any CSV Columns that have the Vitally Trait field left empty will be ignored and excluded from the import.
Once you upload all the values in your CSV will be uploaded to the new trait
If you are updating traits via a source such as a CSV file upload, and the traits are set to be editable by "No one," then those traits will not be updated.
CSV Uploads FAQ
Q: Is there a limit on how many rows I can upload in a CSV?
A: The number of rows isn't limited, but the file size limit is 100 MB.
Q: Can I null traits?
A: No, you can not remove values from any trait.
Q: I want to append values to a multi-select trait via a CSV
A: At this time, when uploading a CSV with a value for a multi-select trait, it will replace the current value. As a workaround, you can use playbook automation. If you update a multi-select trait, it doesn't replace it; it appends. Another workaround would be to add all values wanted in the multi-select trait with the formatting stated above of multi-value: ["green", "red"]
Q: If a User/Account/Org does not exist (external ID does not live in Vitally), does it skip that row or create a new one?
A: If an Organization, Account, or User does not exist in Vitally, a new one will be created; it will not skip that row.
Q. Is it possible to upload multiple NPS responses to the same User in Vitally?
A. Yes! If the CSV contains multiple rows of NPS responses for the same user, those multiple NPS responses will be imported into Vitally for that User.