All help articles/Import your data

Import data using a spreadsheet

4 minute read
Last updated June 28, 2018

Create notes, tags, or insights in bulk from a CSV file. This is handy for importing data like NPS feedback, survey responses, and customer feedback to analyze in Dovetail, or if you have an existing set of tags you’d like to import.

Note: CSV import is primarily designed for creating lots of small—to—medium notes.

Preparing your file for import

You’ll need a sheet from Microsoft Excel, Google Sheets, or Numbers saved as a UTF-8 encoded Comma Separated Value (CSV) file.

The first row needs to be the title of each column. For example, if you’re importing survey responses, the first row should contain values like Name and Email, along with your questions like “Why did the chicken cross the Möbius strip?” and so on.

(The answer is “to get to the same side.”)

Supported fields

Taggable content

You can map this field to multiple columns. We support all UTF-8 characters, including emoji, and the limit for content is 100,000 characters. This is a required field for notes and insights, but not tags.

Created date

You can map this field to one column. We recommend the ISO 8601 date format, otherwise YYYY/MM/DD HH:MM. This is an optional field.

Title

You can map this field to one column. We support all UTF-8 characters, including emoji, and the limit for the title is 200 characters. This is an optional field.

Importing your data

Choose your file

Once you’ve got your CSV file ready, open the project you’d like to import your data into and click Import data near the top right of the screen:

Screenshot of a cursor over the project menu in a project

Click Upload a CSV file with data and choose a .csv file from your computer:

Screenshot of a cursor over ‘Upload a CSV file with data’

Map columns

Select columns to import from your spreadsheet. If your spreadsheet contains a date column, Dovetail might have already detected it, and it’ll be green:

Screenshot of the column mapping interface

Decide which column to set as the title. Open the select menu and choose Title:

Screenshot of the an open select menu for a column

Next, choose the columns to import as content. These columns will import as the taggable content of the note or insight, or the description for tags.

Open the select menu and choose Taggable content for one or many columns, and repeat until you’ve mapped as many columns as you need:

Screenshot of the an open select menu for a column

Sentiment analysis

If you’d like to analyze the sentiment of your data, keep the Analyze sentiment checkbox checked. Dovetail will add ‘Positive’ and ‘Negative’ tags to content that expresses a strong positive or negative sentiment.

Learn more about automatic sentiment analysis

Select how to import the data

Open the select menu after ‘as’ and decide whether you’d like to import your data as notes (default), tags, or insights. Also open the select menu after ‘into’ and choose what group to put the imported data in.

Screenshot of a cursor over ‘note’ in the type dropdown

Start the import

Click Import rows to start the import. Dovetail will import the green columns for all the rows. You can see the progress of your import in the bottom right corner:

Screenshot of the import progress toast notification in the bottom right corner

Once the import has finished, click Refresh to see everything you’ve imported:

Screenshot showing a list of imported notes

Open a note and you’ll see the columns you chose for taggable content are appended to the note with headings, along with sentiment analysis tags, if any:

Screenshot showing an imported note

That’s it!

Troubleshooting

Here are a few things to note about CSV import:

  • Formatting like headings, bold, italics, lists, tables, and images are not supported when importing from a CSV. They may cause a failure.
  • The maximum length for notes in Dovetail is 100,000 characters. No single cell in your CSV file should exceed this limit. This will cause a failure.
  • Dovetail will interpret two newline characters as separate paragraphs.
  • Your file needs to be encoded as UTF-8 (this is usually the default).
  • Your CSV file should end in a .csv file extension.
All help articles/Import your data