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.
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.