Bulk importing suggestions

In this article

Introduction

You might want to bulk import suggestions because:

  • You are moving to us from another provider and don’t want to start from scratch
  • You want to add suggestions that come from elsewhere and you have quite a lot
  • You want to seed your new board with content your team or customers can vote on or comment on

How to bulk import suggestions

Go to your dashboard. Select ‘Settings’.

Board settings

Select ‘Import’.

Here you can upload a CSV file with the suggestions you wish to import.

Import file format

The import file must be a CSV file.

Not familiar with CSV files? A CSV file (or "comma-separated values" file) is a simple text file that contains some data, one record per line. In our case, a CSV file contains one suggestion per line.

If your suggestions are in Excel or another spreadsheet, you can export them as a CSV file. From Excel's File menu, select "Save As". In the window that opens, change the file format to "CSV UTF-8", before saving the file.

Columns that we can import

The only required column is “Title”.

Column name Required Description
Title Required
Description Optional
Email Optional
Name Optional
Date created Optional Ideally in dd/mm/yyyy format. For example, 1st October, 2018 should be 1/10/2018. We can handle other date formats on request.
Votes Optional This is the number of votes you would like the suggestion to initially have.
Tags Optional If you have multiple tags for the suggestion, separate them with commas. For example, "Dashboard, High Priority"
Status Optional If this doesn't match one of our standard statuses ("Under consideration", "Planned", "Not planned", "Done"), a custom status will be created. If this column is missing, we'll use "Under consideration".
Private note Optional

Any other columns will be ignored during the import

Importing Comments

Comments can also be imported, after the suggestions have already been imported. However this needs to be done by the Feature Upvote team.

Please send us a CSV file with two columns, Title and Comment.

Column name Required Description
Title Required This must match exactly the title of the suggestion to which this comment belongs
Comment Required This is the text of the comment.

Multiple comments per suggestion

If a suggestion has multiple comments, put each comment on a separate row. The suggestion title needs to be duplicated on each row.

Here’s an example CSV snippet that illustrates this: 

Title, Comment 
PDF export, This is comment #1 
PDF export, This is comment #2 
Custom background image, This is comment #3

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