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Account health scores & metrics
CSV Upload
Import 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?

  • 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:
Accounts
Users
NPS Responses
Required Columns:
  • Account External ID
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
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:
accountId
score
userId
timestamp
feedback
47594e998e26
10
3572f345n33
2021-08-13T14:08:50.000Z
I love Vitally!
582mv82sh7v2
9
1ws8g46a2a1
2021-07-05T06:42:50.000Z
Great features

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:
    • 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.
Last modified 1mo ago