Imports

Import Data - Transactional Data (incl video)
You can import data directly into CustomerGauge using the Imports feature, which you can find in the menu under Data -> Imports . Click on t...
Wed, 26 May, 2021 at 4:09 PM
Import Data - Contact List
You can import data directly into CustomerGauge using the Imports feature. You can find it under Data -> Imports. File Size: Please ensure ...
Wed, 26 May, 2021 at 11:24 PM
Revenue Upload
In order to fully utilize the Account Success features, you need to include revenue data for each customer. You can upload revenue information in two dif...
Tue, 7 Sep, 2021 at 3:23 PM
Imports - Uploading Accounts, Account Aliases, and Contacts
With the introduction of our new Imports feature, you can upload CSV files containing Accounts and their information, and files containing Account Names and...
Mon, 13 Sep, 2021 at 5:11 PM
Imports - Surveys [BETA]
Introduction If you ever found yourself combining data from different systems into one file to upload to send out surveys, you may rejoice. CustomerGauge n...
Mon, 13 Sep, 2021 at 5:10 PM
Import Configurations
What are Import Configurations? Import Configurations are sets of rules that will be applied on a certain import process.  Traditionally you would hav...
Wed, 26 May, 2021 at 11:25 AM
Split Excel Files To Upload - Too Many Records in a Single File
Introduction Sometimes your file could be too big to upload. This article is here to help you out. Table of Contents How to split Excel Files on W...
Thu, 11 Feb, 2021 at 11:25 AM
How to convert a file from XLS(X) to CSV
Sometimes you'd like to upload your file as CSV - for example, when you're looking to upload Accounts, Account Aliases, Contacts, or Surveys using...
Mon, 13 Sep, 2021 at 5:49 PM
Import Data FAQ
  Where can I find Data Import?   Navigation Menu -> Data-> Import   What format should the data be in?   Data can be uploaded in CSV,...
Wed, 26 May, 2021 at 4:10 PM
Activities File Upload
Introduction You probably already know that watching the Absence of Signal is vital to your Account Experience program. But maybe you don't know which...
Fri, 24 Sep, 2021 at 3:05 PM