Table of Contents

Upload

       • File Requirements

       • Step by Step File Upload

       • Data Types and Required Fields


Mapping

       • New Mapping Step by Step

       • Field Mapping and Static Values

       • Mapping Data Types and Required Fields


Diagnosing Failures

       • Download Failed Records





The Imports feature is used to bring data into CustomerGauge by manually uploading data files. Multiple Data Types can be used to upload different kinds of data each with its own required fields and behaviors.







Upload


File Requirements


  • The file is less than 15MB in size;
  • The file contains 5,000 rows or less (you can split your files following this support article - make sure to save the split files as CSV);
  • The file is CSV, with a "comma" or "semicolon" as CSV Delimiter;
  • The file has a CSV header row.
  • Each field has only up to 128 characters.


Note: if your CSV file is following the RFC 4180 industry standard, you should be good to go.




Step by Step File Upload


1. Navigate to Data → Imports.



2. In the Upload tab, click on Upload.



3. Click on the Data Type your file contains.



4. In the Configuration Step select an Import Mapping or create a new mapping.



5. After checking the Mapping preview, click on Next.



6. In the Upload step choose a file to upload and then click on Next.



7. In the Confirmation step verify if the data is correct and then click on Upload.



8. If the file was successfully received you may return to the imports page to check on its status.






Data Types and Required Fields


Data TypeAdditional InformationRequired Fields
AccountsAccounts data type is used to add new accounts (if it does not exist) and update account data (if it exists). Account Name is used as the identifier.
  • Account Name
ContactsContacts data type is used to add new contacts (if it does not exist) and update contact data (if it exists). Here, Email or Phone is used as the identifier.
  • Email or Phone
SurveysSurveys data type is used to send survey invitations using a contact reference (phone or email).
Account and Contact data is auto-populated if nothing is provided. You can check the auto-populated fields when viewing or editing the surveys mapping.
  • Contact Reference (Phone or Email)
Multi-ObjectMulti-Object data type is used to add and update Account and Contact data while sending survey invitations.
  • Email or Phone
Account AliasesAccount Aliases data type is used to add alternate names for Accounts.
  • Account Name
  • Alias
ActivitiesActivities data type is used to add and update activities data to identify absence of signal.
  • Account Name
  • Reference
  • Source
  • Type
External ResponsesExternal Responses is used to add survey responses from other systems into CustomerGauge.
  • Email or Phone
  • Sent Date
  • Response Date






Mapping


New Mapping Step by Step


1. Navigate to Data → Imports.



2. In the Mapping tab click on the Data Type you would like to create a new mapping to.



3. With the correct Data Type selected, click on +New Mapping.



4. Under Details provide a name for your mapping and choose the CSV Delimiter.



5. Under Field Mapping select all fields and their Field Heading (this is the heading in the CSV File).



6. If applicable, select Static Values fields and provide the values to them.



7. Save your new mapping clicking on Save.




Field Mapping and Static Values


Field Mapping

In the Field Mapping card you are able to select the CustomerGauge fields and provide a Field Heading (your CSV file heading) in order to map them to your CSV File.

The list of fields available are controlled by System Admins via the Field Settings feature in System Admin.




Static Values

When a static value is provided for a selected field under Static Values the field value will be added to all records imported while using the mapping.

If an upload file contains the same field, the value provided in static value will overwrite it when importing.

If an upload file does not contain the field in it, the field and value will be added to the records when importing.




Mapping Data Types and Required Fields


In order for your imports to succeed, please make sure you have added these required fields to your mapping:


Data TypeRequired Fields
Accounts
  • Account Name
Contacts
  • Email or Phone
Surveys
  • Contact Reference (Phone or Email)
Multi-Object
  • Email or Phone
Account Aliases
  • Account Name
  • Alias
Activities
  • Account Name
  • Reference
  • Source
  • Type
External Responses
  • Email or Phone
  • Sent Date
  • Response Date






Diagnosing Failures



After importing a file you are able to check the file Status, Successful and Failed records in the Upload tab in Imports page. Additionally you can check our most up-to-date Diagnosing Upload Failures guide.


Successful: Clicking on the blue number of successful records will take you to the Data Transport Report with an overview of all the succeeded records.


Failed: Clicking on the blue number of failed records will take you to the Import Failures page. You can checked the file row of the failed records, the field, the value and also an error diagnosing message. 




Download Failed Records


You are able to download all records that have failed from the Import Failures page:


1. Navigate to Data → Imports.



2. In the Upload tab find the file with the failed records and click on the blue number under Failed.



3. In the Import Failures page click on the Download Errors button.



4. Save the generated CSV file containing the failed records.